Schwab Intl Equity ETFSCHFETF
13F holders, Q2 2026 (June 30)1,671holders +67
123new positions
49sold out
2famous investors
$27.68avg. 13F price*
At the end of Q2 2026, 1,671 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 67 from Q1 2026. 123 opened new positions and 49 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($8.6B), Empower Advisory Group, LLC ($5.1B) and Financial Engines Advisors L.L.C. ($4.1B). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab Intl Equity ETF
- CUSIP
- 808524805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $112.0M |
| Exits | 49 | $33.4M |
All 13F filers, Q1 2026 → Q2 2026: 44,679,792 shares bought and 44,464,510 shares sold, net +215,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,671 holders
| Northwestern Mutual Wealth Management Co. | 4.58% | Add +2.4% | 309,394,253 | $8.6B |
| Empower Advisory Group, LLC | 12.06% | Reduce -1.7% | 182,562,625 | $5.1B |
| Financial Engines Advisors L.L.C. | 7.27% | Reduce -3.2% | 147,700,825 | $4.1B |
| Wealthfront Advisers LLC | 6.22% | Add +0.4% | 116,784,490 | $3.2B |
| Creative Planning | 0.75% | Reduce -2.4% | 46,025,845 | $1.3B |
| HighTower Advisors, LLC | 0.58% | Add +2.0% | 21,613,963 | $598.7M |
| Betterment LLC | 0.96% | Reduce -3.1% | 20,561,168 | $569.5M |
| Composition Wealth, LLC | 5.24% | Add +3.9% | 16,104,671 | $446.1M |
| US Bancorp \de | 0.44% | Add +14.4% | 14,444,093 | $400.1M |
| SCS Capital Management LLC | 3.25% | Reduce -0.5% | 12,429,498 | $344.3M |
| Morgan Stanley | 0.02% | Add +0.9% | 12,281,905 | $340.2M |
| Wealthspire Advisors, LLC | 1.67% | Reduce -10.4% | 10,939,617 | $303.0M |
| Jones Financial Companies LLLP | 0.11% | Add +18.5% | 9,888,149 | $271.2M |
| Orgel Wealth Management, LLC | 5.09% | Add +3.0% | 9,692,489 | $268.5M |
| Mariner, LLC | 0.28% | Reduce -3.1% | 9,681,325 | $268.1M |
| McAdam, LLC | 9.97% | Add +10.8% | 9,317,087 | $258.1M |
| Mercer Global Advisors Inc. | 0.30% | Reduce -2.2% | 8,707,217 | $241.2M |
| Avantax Planning Partners, Inc. | 5.26% | Add +4.2% | 7,624,824 | $211.2M |
| Cresset Asset Management, LLC | 0.73% | Add +3.0% | 7,217,108 | $199.9M |
| Rebalance, LLC | 10.46% | Add +4.4% | 7,208,057 | $199.7M |
| LPL Financial LLC | 0.04% | Add +15.8% | 7,201,261 | $199.5M |
| Steele Capital Management, Inc. | 7.20% | Add +2.1% | 7,056,392 | $195.8M |
| Cerity Partners LLC | 0.23% | Add +7.3% | 7,384,337 | $191.2M |
| Ameriprise Financial Inc. | 0.04% | Add +54.4% | 6,459,959 | $178.9M |
| SageView Advisory Group, LLC | 5.68% | Reduce -5.4% | 6,255,699 | $173.3M |
| Gemmer Asset Management LLC | 11.46% | Add +1.0% | 6,157,146 | $170.6M |
| Bank of America Corp. | 0.01% | Reduce -17.9% | 6,136,423 | $170.0M |
| Wells Fargo & Company | 0.03% | Add +3.2% | 6,018,421 | $166.7M |
| Bessemer Group Inc. | 0.22% | Add +2.8% | 5,839,755 | $161.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -11.8% | 5,800,672 | $160.6M |
| Brandywine Oak Private Wealth LLC | 12.03% | Reduce -2.1% | 5,721,529 | $158.5M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -1.3% | 5,538,941 | $152.6M |
| FMR LLC | 0.01% | Add +2.2% | 5,495,563 | $152.2M |
| UBS Group AG | 0.02% | Add +11.0% | 5,052,773 | $140.0M |
| Fund Evaluation Group, LLC | 3.60% | Reduce -13.1% | 4,807,713 | $133.2M |
| Bluespring Wealth Management, LLC | 2.52% | Add +30.8% | 4,726,608 | $130.9M |
| Moneta Group Investment Advisors LLC | 0.96% | Add +2.3% | 4,686,426 | $129.8M |
| Prime Capital Investment Advisors, LLC | 1.16% | Reduce -2.4% | 4,325,445 | $119.8M |
| Cetera Investment Advisers | 0.11% | Add +4.1% | 4,208,170 | $116.6M |
| JMG Financial Group, Ltd. | 2.74% | Reduce -0.7% | 4,087,794 | $113.2M |
| Jane Street Group, LLC | 0.07% | Reduce -37.5% | 4,001,948 | $110.9M |
| Charles Schwab Trust Co | 5.99% | Add +11.4% | 3,879,207 | $107.5M |
| BlueStem Wealth Partners, LLC | 10.53% | Add +57.4% | 3,819,433 | $105.8M |
| Benjamin Edwards Inc. | 0.96% | Add +6.1% | 3,779,494 | $104.7M |
| Osaic Holdings, Inc. | 0.12% | Add +18.8% | 3,734,576 | $103.5M |
| Focus Partners Wealth | 0.10% | Add +10.5% | 3,505,556 | $97.1M |
| Choreo, LLC | 1.06% | Reduce -1.8% | 3,474,533 | $96.2M |
| MML Investors Services, LLC | 0.19% | Add +25.8% | 3,341,132 | $92.5M |
| Foster & Motley Inc. | 4.16% | Add +4.8% | 3,260,047 | $90.3M |
| Beacon Pointe Advisors, LLC | 0.41% | Add +1.5% | 3,171,782 | $87.9M |
| Truepoint, Inc. | 1.83% | Reduce -2.5% | 3,170,679 | $87.8M |
| AlphaCore Capital LLC | 1.58% | Reduce -4.8% | 3,101,086 | $85.9M |
| Oarsman Capital, Inc. | 8.90% | Add +8.2% | 3,037,490 | $84.1M |
| Royal Bank of Canada | 0.01% | Reduce -1.2% | 2,922,796 | $81.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.4% | 2,668,192 | $73.9M |
| Corient Private Wealth LP | 0.10% | Reduce -86.9% | 2,507,780 | $69.5M |
| Waverly Advisors, LLC | 0.40% | Reduce -2.1% | 2,506,255 | $69.4M |
| Evergreen Advisors, LLC | 14.65% | Add +0.3% | 2,478,368 | $68.7M |
| TruNorth Capital Management, LLC | 10.61% | Add +8.0% | 2,384,300 | $66.0M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -1.8% | 2,339,155 | $64.4M |
| Riverpoint Wealth Management Holdings, LLC | 11.82% | Reduce -0.3% | 2,322,186 | $64.3M |
| Bleakley Financial Group, LLC | 0.77% | Add +6.2% | 2,172,218 | $60.2M |
| Savant Capital, LLC | 0.17% | Add +135.2% | 2,196,815 | $58.2M |
| Modern Wealth Management, LLC | 0.69% | Reduce -5.0% | 2,079,859 | $57.6M |
| Citizens Financial Group Inc. | 0.69% | Add +2.1% | 2,069,731 | $57.3M |
| Matrix Trust Co | 8.12% | Add +0.3% | 2,021,762 | $56.0M |
| MAI Capital Management | 0.21% | Add +3.2% | 1,969,550 | $54.6M |
| Financial Consulate, Inc. | 5.93% | Add +3.7% | 1,923,183 | $53.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +4.9% | 1,915,581 | $53.1M |
| Pittenger & Anderson Inc. | 1.87% | Add +0.1% | 1,883,683 | $52.2M |
| AQR Capital Management | 0.02% | Add +15.2% | 1,874,736 | $51.9M |
| Visionary Wealth Advisors | 2.05% | Add +0.1% | 1,870,532 | $51.8M |
| Procyon Advisors, LLC | 2.22% | Reduce -1.5% | 1,861,283 | $51.6M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -0.6% | 1,835,929 | $50.9M |
| Capital Advisors Inc. | 0.73% | Add +0.0% | 1,798,968 | $49.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 1,748,275 | $48.1M |
| Pacific Sage Partners, LLC | 6.82% | Add +3.3% | 1,728,851 | $47.9M |
| Goelzer Investment Management, Inc. | 2.07% | Reduce -5.6% | 1,711,363 | $47.4M |
| BlueSky Wealth Advisors, LLC | 5.35% | Add +6.8% | 1,668,792 | $46.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.75% | Reduce -6.3% | 1,627,262 | $45.1M |
| Summit Asset Management, LLC | 5.70% | Reduce -0.7% | 1,607,026 | $44.5M |
| Operose Advisors LLC | 8.49% | Add +7.8% | 1,585,159 | $43.9M |
| Payne Capital Management, LLC | 11.60% | Add +2.1% | 1,570,302 | $43.5M |
| Kavar Capital Partners Group, LLC | 5.25% | Add +3.8% | 1,538,803 | $42.6M |
| Perigon Wealth Management, LLC | 0.67% | Add +7.6% | 1,522,230 | $42.2M |
| Commonwealth Equity Services, LLC | 0.05% | Add +10.6% | 1,452,785 | $40.2M |
| HB Wealth Management, LLC | 0.22% | Add +1.6% | 1,435,447 | $39.8M |
| FSM Wealth Advisors, LLC | 4.20% | Add +11.8% | 1,413,552 | $39.2M |
| Persium Advisors, LLC | 25.12% | Add +1.2% | 1,390,488 | $38.5M |
| LCW Services, LLC | 16.08% | Add +4.0% | 1,333,313 | $36.9M |
| Voisard Asset Management Group, Inc. | 6.97% | Add +1.9% | 1,330,742 | $36.9M |
| Farther Finance Advisors, LLC | 0.28% | Add +13.0% | 1,310,887 | $36.3M |
| GHP Investment Advisors, Inc. | 1.33% | Add +1.6% | 1,305,738 | $36.2M |
| Johnson Investment Counsel Inc. | 0.26% | Add +7.9% | 1,301,699 | $36.1M |
| Berkshire Asset Management LLC | 1.38% | Add +4.8% | 1,273,951 | $35.3M |
| Avidian Wealth Enterprises, LLC | 0.98% | Add +0.7% | 1,270,732 | $35.2M |
| BIP Wealth, LLC | 0.99% | Add +3782.9% | 1,264,724 | $35.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.50% | Add +9.8% | 1,243,692 | $34.5M |
| Bangor Savings Bank | 2.52% | Reduce -0.9% | 1,236,006 | $34.2M |
| Courage Miller Partners, LLC | 8.98% | Reduce -1.1% | 1,228,357 | $34.0M |
| Quantinno Capital Management LP | 0.04% | Add +39.1% | 1,192,285 | $33.0M |
| Ballast Advisors LLC | 7.86% | Reduce -1.7% | 1,191,620 | $33.0M |
| Black Diamond Financial, LLC | 2.89% | Add +5.5% | 1,184,331 | $32.8M |
| Summit Wealth & Retirement Planning, Inc. | 6.90% | Add +1.8% | 1,175,965 | $32.6M |
| Krilogy Financial LLC | 0.96% | Add +0.0% | 1,172,695 | $32.5M |
| Captrust Financial Advisors | 0.05% | Reduce -0.4% | 1,167,782 | $32.3M |
| Park Avenue Securities LLC | 0.20% | Add +5.8% | 1,165,387 | $32.3M |
| Keyvantage Wealth, LLC | 12.19% | Add +2.4% | 1,162,822 | $32.2M |
| Atria Investments, Inc | 0.32% | Add +20.1% | 1,143,257 | $31.7M |
| Boltwood Capital Management | 7.19% | Reduce -1.1% | 1,133,518 | $31.4M |
| HHM Wealth Advisors, LLC | 3.12% | Add +4.1% | 1,118,071 | $31.0M |
| Pinkerton Wealth, LLC | 2.64% | Reduce -2.6% | 1,241,123 | $30.7M |
| Naples Global Advisors, LLC | 1.89% | Add +1.6% | 1,107,223 | $30.7M |
| NewEdge Advisors, LLC | 0.09% | Add +15.0% | 1,096,983 | $30.4M |
| eCIO, Inc. | 8.51% | Add +4.5% | 1,092,949 | $30.3M |
| Wedmont Private Capital | 0.83% | Add +5.8% | 1,096,412 | $30.2M |
| Riversedge Advisors, LLC | 4.01% | Add +0.1% | 1,090,363 | $30.2M |
| Leavell Investment Management, Inc. | 1.10% | Reduce -1.8% | 1,081,948 | $30.0M |
| Revolve Wealth Partners, LLC | 3.10% | Add +2.5% | 1,076,142 | $29.8M |
| BlackRock, Inc. | 0.00% | Add +30.3% | 1,075,426 | $29.8M |
| Curi Capital, LLC | 0.46% | Reduce -9.5% | 1,070,490 | $29.7M |
| Segall Bryant & Hamill, LLC | 0.35% | Reduce -2.4% | 1,057,659 | $29.3M |
| Benchmark Financial Wealth Advisors, LLC | 7.21% | Reduce -1.5% | 1,054,504 | $29.2M |
| Red Cedar Investment Management, LLC | 2.75% | Reduce -1.9% | 1,045,964 | $29.0M |
| Main Street Financial Solutions, LLC | 1.82% | Add +2.7% | 1,023,348 | $28.3M |
| WealthPlan Investment Management, LLC | 1.41% | Add +0.2% | 1,021,329 | $28.3M |
| Tradition Wealth Management, LLC | 1.73% | Add +5.8% | 1,020,294 | $28.3M |
| Belpointe Asset Management LLC | 0.92% | Add +1.9% | 1,019,054 | $28.2M |
| True Freedom Investing, LLC | 2.21% | Reduce -4.1% | 1,137,902 | $28.2M |
| Wealth Management Resources, Inc. | 8.54% | Reduce -10.3% | 999,438 | $27.7M |
| Susquehanna International Group, LLP | 0.02% | New | 993,822 | $27.5M |
| CCG Wealth Management, LLC | 6.35% | Add +57.3% | 987,722 | $27.4M |
| Rosenberg Matthew Hamilton | 5.09% | Add +6.7% | 985,699 | $27.3M |
| Valley National Advisers Inc. | 3.01% | Add +1.9% | 976,808 | $27.1M |
| Soltis Investment Advisors LLC | 1.54% | Add +10.5% | 963,932 | $26.7M |
| Financial Management Professionals, Inc. | 2.50% | Reduce -1.4% | 952,542 | $26.4M |
| Koesten, Hirschmann & Crabtree, INC. | 10.93% | Reduce -1.5% | 947,807 | $26.3M |
| Natixis Advisors, LLC | 0.03% | Add +28.7% | 932,304 | $25.8M |
| ZynergyRetirementPlanningLLC | 13.92% | Reduce -0.3% | 926,996 | $25.7M |
| Cornerstone Wealth Advisors, Inc. | 5.36% | Add +1.1% | 923,776 | $25.6M |
| Act Wealth Management, LLC | 7.48% | Add +0.3% | 918,793 | $25.5M |
| Focus Partners Advisor Solutions, LLC | 0.21% | Add +22.0% | 915,139 | $25.3M |
| FLC Capital Advisors | 4.13% | Add +2.2% | 908,606 | $25.2M |
| Broadleaf Partners, LLC | 4.80% | Add +2.4% | 895,562 | $24.8M |
| Noble Family Wealth, LLC | 4.43% | Add +3.8% | 893,584 | $24.8M |
| Appleton Partners Inc. | 1.51% | Add +2.9% | 891,546 | $24.7M |
| Sylvest Advisors, LLC | 10.92% | Add +1.2% | 874,202 | $24.2M |
| Fortis Capital Advisors, LLC | 2.72% | Add +1.8% | 871,961 | $24.2M |
| Kings Path Partners LLC | 6.36% | Reduce -2.9% | 862,345 | $23.9M |
| Kestra Advisory Services, LLC | 0.08% | Add +50.4% | 860,048 | $23.8M |
| EP Wealth Advisors, LLC | 0.09% | Add +12.2% | 846,536 | $23.4M |
| Peapack Gladstone Financial Corp. | 0.27% | Reduce -0.4% | 840,851 | $23.3M |
| Boyd Wealth Management, LLC | 8.61% | Add +0.7% | 821,227 | $22.7M |
| Curbstone Financial Management Corp | 3.87% | Reduce -0.2% | 819,861 | $22.7M |
| Stifel Financial Corp. | 0.02% | Add +2.2% | 809,456 | $22.4M |
| Downshift Financial, LLC | 10.12% | Add +8.3% | 804,823 | $22.3M |
| Essex LLC | 3.34% | Reduce -1.2% | 793,598 | $22.0M |
| Alliance Wealth Management Group | 4.26% | Add +0.2% | 790,195 | $21.9M |
| Towercrest Capital Management | 3.05% | Add +0.2% | 790,195 | $21.9M |
| Savvy Advisors, Inc. | 0.46% | Reduce -3.6% | 781,121 | $21.6M |
| Invst, LLC | 2.10% | Add +4.3% | 778,497 | $21.6M |
| Owl Creek Wealth Partners LLC | 6.31% | Add +7.1% | 778,325 | $21.6M |
| Certified Advisory Corp | 1.72% | Add +1.9% | 770,700 | $21.3M |
| North Star Asset Management Inc. | 0.83% | Reduce -1.0% | 762,633 | $21.1M |
| World Investment Advisors | 0.35% | Reduce 0.0% | 843,296 | $20.9M |
| Ascension Capital Advisors, Inc. | 5.76% | Add +3.1% | 740,599 | $20.5M |
| Mission Wealth Management, LP | 0.26% | Add +9.6% | 739,774 | $20.5M |
| Opus Capital Group, LLC | 1.97% | Reduce -1.8% | 734,893 | $20.4M |
| IHT Wealth Management, LLC | 0.43% | Add +0.6% | 723,491 | $20.0M |
| Serenity Investment Advisors | 8.54% | Add +5.3% | 710,111 | $20.0M |
| Libra Wealth LLC | 5.10% | Reduce -3.3% | 720,506 | $20.0M |
| Elgethun Capital Management | 2.78% | Add +5.8% | 719,235 | $19.9M |
| Merit Financial Group, LLC | 0.12% | Add +54.5% | 713,975 | $19.8M |
| WBH Advisory Inc. | 1.32% | Reduce -0.4% | 710,794 | $19.7M |
| MorganRosel Wealth Management, LLC | 6.58% | Add +3.0% | 703,213 | $19.5M |
| HBK Sorce Advisory LLC | 0.38% | Reduce -0.6% | 691,517 | $19.4M |
| Asset Allocation Strategies LLC | 2.99% | Add +1.4% | 699,506 | $19.4M |
| Arbor Trust Wealth Advisors, LLC | 7.79% | Reduce -0.1% | 697,932 | $19.3M |
| Sherwood Financial Partners, LLC | 15.40% | Add +0.1% | 690,596 | $19.1M |
| Compound Planning, Inc. | 0.49% | Reduce -0.2% | 680,467 | $18.8M |
| Garde Capital, Inc. | 0.84% | Reduce -2.2% | 677,996 | $18.8M |
| Intergy Private Wealth, LLC | 4.31% | Add +4.6% | 673,896 | $18.7M |
| Sentinel Advisory Group, LLC | 7.62% | Reduce -0.2% | 673,397 | $18.7M |
| Cranbrook Wealth Management, LLC | 3.48% | Reduce -0.0% | 672,128 | $18.6M |
| Investment Planning Advisors, Inc. | 4.31% | Add +30.6% | 671,844 | $18.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.24% | Add +2.1% | 671,323 | $18.6M |
| Klingenstein Fields & Co. LP | 0.64% | Reduce -3.7% | 663,965 | $18.4M |
| Planning Alternatives Ltd. | 1.96% | Reduce -1.1% | 659,973 | $18.3M |
| Apriem Advisors | 1.56% | Reduce -12.7% | 651,760 | $18.1M |
| BCS Wealth Management | 3.25% | Reduce -2.4% | 650,399 | $18.0M |
| Momentous Wealth Management, Inc. | 9.10% | Add +2.7% | 641,177 | $17.8M |
| Envision Financial LLC | 8.12% | Add +2.9% | 636,123 | $17.6M |
| Schwerin Boyle Capital Management Inc. | 2.15% | No change | 632,381 | $17.5M |
| Guardian Financial Partners, LLC | 6.81% | Reduce -4.4% | 631,962 | $17.5M |
| Northern Trust Corp. | 0.00% | Add +256.9% | 630,720 | $17.5M |
| Brooklyn FI, LLC | 3.19% | Add +3.6% | 635,710 | $17.4M |
| Fort Point Capital Partners LLC | 1.85% | Add +0.8% | 625,305 | $17.3M |
| Lido Advisors, LLC | 0.06% | Reduce -2.0% | 622,733 | $17.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.1% | 622,450 | $17.2M |
| Geneos Wealth Management Inc. | 0.35% | Add +5.3% | 620,853 | $17.2M |
| Hanson & Doremus Investment Management | 1.75% | Reduce -0.3% | 620,286 | $17.2M |
| Powers Advisory Group, LLC | 5.33% | Add +2.5% | 613,588 | $17.0M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -13.8% | 612,176 | $17.0M |
| Kickstand Ventures, Llc. | 3.06% | Reduce -18.2% | 608,563 | $16.9M |
| Rwa Wealth Partners, LLC | 0.16% | Add +4.8% | 604,990 | $16.8M |
| Freestate Advisors LLC | 12.30% | Reduce -0.8% | 594,373 | $16.5M |
| RKL Wealth Management LLC | 1.31% | Reduce -1.9% | 592,672 | $16.4M |
| Meridian Wealth Management, LLC | 0.51% | Add +0.8% | 592,590 | $16.4M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +0.8% | 592,237 | $16.4M |
| Bank of New York Mellon Corp | 0.00% | Add +12.1% | 589,261 | $16.3M |
| Myecfo, LLC | 6.12% | Reduce -0.5% | 584,925 | $16.2M |
| Power Wealth Management LLC | 5.54% | Add +2.0% | 581,868 | $16.1M |
| Chicago Partners Investment Group LLC | 0.32% | Add +9.6% | 587,036 | $15.9M |
| Zhang Financial LLC | 0.46% | Reduce -1.7% | 572,438 | $15.9M |
| TPG Advisors LLC | 8.63% | Add +2.8% | 567,857 | $15.7M |
| Oppenheimer & Co. Inc. | 0.17% | Add +9.5% | 565,124 | $15.7M |
| Brand Asset Management Group, Inc. | 3.42% | Reduce -2.6% | 559,279 | $15.5M |
| Bell Investment Advisors, Inc | 2.27% | Add +0.2% | 559,144 | $15.5M |
| Sightline Wealth Advisors, LLC | 5.62% | Reduce -1.0% | 554,766 | $15.4M |
| Brightwater Advisory LLC | 9.60% | Reduce -2.6% | 548,347 | $15.2M |
| Nicholas Hoffman & Company, LLC. | 0.32% | Reduce -0.5% | 544,301 | $15.1M |
| Focus Financial Network, Inc. | 0.46% | Add +8.8% | 535,959 | $14.8M |
| Denver PWM, LLC | 4.85% | Add +1.8% | 520,247 | $14.8M |
| Leeward Financial Partners, LLC | 3.87% | Add +2.1% | 532,437 | $14.7M |
| Creekside Partners | 5.30% | Add +0.8% | 528,203 | $14.6M |
| White & Co Financial Planning Inc | 8.80% | Add +0.5% | 513,065 | $14.2M |
| Signet Investment Advisory Group, Inc. | 6.24% | Reduce -1.3% | 511,799 | $14.2M |
| IMA Advisory Services, Inc. | 0.88% | Add +12.5% | 508,759 | $14.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 2.08% | Reduce -0.5% | 508,004 | $14.1M |
| SMI Advisory Services, LLC | 2.27% | Add +1686.7% | 501,624 | $14.0M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -0.5% | 500,289 | $13.9M |
| Fort Vancouver Investment Management, LLC | 6.47% | Reduce -1.9% | 499,990 | $13.8M |
| Seneca Financial Advisors LLC | 3.54% | Reduce -14.0% | 492,450 | $13.6M |
| Patriot Investment Management Group, Inc. | 0.78% | Reduce -0.5% | 488,574 | $13.5M |
| Roberts Wealth Advisors, LLC | 3.07% | Add +2.0% | 488,237 | $13.5M |
| Christensen, King & Associates Investment Services, Inc. | 5.30% | Reduce -1.3% | 481,397 | $13.3M |
| Capital Advantage, Inc. | 1.61% | Add +1.4% | 475,697 | $13.2M |
| Seros Financial, LLC | 6.84% | Add +0.7% | 473,896 | $13.1M |
| Compass Advisory Group LLC | 3.11% | Add +1.6% | 471,708 | $13.1M |
| Livet Wealth, LLC | 7.53% | Reduce -2.1% | 471,249 | $13.1M |
| Mgo One Seven LLC | 0.21% | Add +2.3% | 457,796 | $12.7M |
| Brady Martz Wealth Solutions, LLC | 1.91% | Reduce -0.0% | 456,965 | $12.7M |
| Baird Financial Group, Inc. | 0.02% | Add +1.4% | 455,446 | $12.6M |
| SigFig Wealth Management, LLC | 0.33% | Reduce -0.5% | 456,464 | $12.6M |
| Summit Financial, LLC | 0.14% | Add +5.8% | 452,428 | $12.5M |
| Pitcairn Wealth Advisors LLC | 1.37% | Add +101.9% | 451,796 | $12.5M |
| Johnson Financial Group, LLC | 0.67% | Reduce -30.4% | 450,411 | $12.5M |
| Triad Wealth Partners, LLC | 0.74% | Add +25.9% | 451,926 | $12.5M |
| Pathstone Holdings, LLC | 0.04% | Add +510.0% | 449,591 | $12.5M |
| Jacobsen Capital Management | 3.63% | Add +0.8% | 447,644 | $12.4M |
| Arnold Financial Planning LLC | 9.15% | Add +3.0% | 442,962 | $12.3M |
| Conquis Financial LLC | 9.84% | Reduce -1.3% | 440,361 | $12.2M |
| Fairway Financial, LLC | 8.33% | Add +0.9% | 439,581 | $12.2M |
| Nalls Sherbakoff Group, LLC | 8.65% | Reduce -2.5% | 439,328 | $12.2M |
| Gleason Group, Inc. | 1.06% | Reduce -13.1% | 437,763 | $12.1M |
| Capital Investment Counsel, LLC | 1.47% | Add +0.2% | 429,656 | $11.9M |
| Gradient Capital Advisors, LLC | 2.72% | Reduce -2.4% | 424,587 | $11.8M |
| Vision Capital Management, Inc. | 1.34% | Reduce -2.2% | 424,434 | $11.8M |
| Chilton Capital Management LLC | 0.37% | Add +0.6% | 422,073 | $11.7M |
| Hill Island Financial LLC | 2.48% | Reduce -2.6% | 419,909 | $11.6M |
| SGL Investment Advisors, Inc. | 4.04% | Add +5.9% | 413,584 | $11.6M |
| Dynamic Advisor Solutions LLC | 0.33% | Add +2.0% | 417,415 | $11.6M |
| Chesapeake Wealth Management | 3.17% | Add +1.3% | 408,074 | $11.3M |
| Fagan Associates, Inc. | 1.38% | Add +1.9% | 406,127 | $11.2M |
| Arkadios Wealth Advisors | 0.17% | Reduce -12.9% | 405,911 | $11.2M |
| Kovack Advisors, Inc. | 0.54% | Add +5.6% | 405,350 | $11.2M |
| Vise Technologies, Inc. | 0.13% | Add +41.5% | 404,364 | $11.2M |
| Roble, Belko & Company, Inc | 1.20% | Reduce -0.2% | 399,736 | $11.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.9% | 390,816 | $10.8M |
| Sage Financial Management Group, Inc. | 2.96% | Reduce -0.1% | 388,571 | $10.8M |
| Thrive Wealth Management, LLC | 1.37% | Add +4.7% | 384,011 | $10.6M |
| Great Valley Advisor Group, Inc. | 0.17% | Reduce -2.4% | 382,129 | $10.6M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -0.9% | 382,030 | $10.6M |
| James J. Burns & Company, LLC | 1.15% | Add +0.2% | 381,900 | $10.6M |
| Grey Ledge Advisors, LLC | 2.12% | Add +40.8% | 380,088 | $10.5M |
| Parallel Advisors, LLC | 0.16% | Add +2.4% | 374,153 | $10.4M |
| Kohmann Bosshard Financial Services, LLC | 0.88% | Add +6.3% | 374,000 | $10.4M |
| Bogart Wealth, LLC | 0.35% | Add +0.8% | 372,825 | $10.3M |
| Kelman-Lazarov, Inc. | 1.34% | Reduce -1.8% | 368,873 | $10.2M |
| Bailard, Inc. | 0.21% | Reduce -1.2% | 364,051 | $10.1M |
| Firestone Capital Management | 1.85% | Add +3.3% | 359,623 | $10.0M |
| Lodestar Private Asset Management LLC | 0.85% | Reduce -3.0% | 355,213 | $9.8M |
| Barden Capital Management, Inc. | 9.07% | Reduce -8.2% | 355,117 | $9.8M |
| Legacy Private Trust Co. | 0.55% | Reduce -0.2% | 354,727 | $9.8M |
| Stratos Wealth Advisors, LLC | 0.54% | Reduce -3.0% | 352,473 | $9.8M |
| Davis Capital Management | 5.76% | Add +4.1% | 351,589 | $9.7M |
| CRA Financial Services, LLC | 1.12% | Reduce -0.4% | 351,009 | $9.7M |
| L2 Asset Management, LLC | 1.01% | Reduce -47.6% | 350,640 | $9.7M |
| Newman Dignan & Sheerar, Inc. | 1.86% | Add +2.0% | 350,492 | $9.7M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Reduce -15.3% | 350,303 | $9.7M |
| First National Bank of Mount Dora, Trust Investment Services | 1.94% | Add +0.1% | 349,524 | $9.7M |
| Blue Square Asset Management, LLC | 3.90% | Add +2.1% | 347,499 | $9.6M |
| Cornerstone Advisors Asset Management, LLC | 1.25% | Add +0.4% | 343,996 | $9.5M |
| Trinity Financial Advisors LLC | 2.44% | Add +0.8% | 342,871 | $9.5M |
| Holistic Financial Partners | 5.80% | Reduce -38.6% | 342,413 | $9.5M |
| Friday Financial | 2.52% | Add +72.0% | 342,615 | $9.4M |
| Allworth Financial LP | 0.04% | Reduce -2.3% | 338,286 | $9.4M |
| MA Private Wealth | 1.39% | Add +1.1% | 337,876 | $9.4M |
| JFS Wealth Advisors, LLC | 0.46% | Reduce -2.4% | 335,757 | $9.3M |
| Gill Capital Partners, LLC | 2.46% | Reduce -7.3% | 335,652 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -69.9% | 332,157 | $9.2M |
| Wealth Architects, LLC | 0.73% | Reduce -0.6% | 332,125 | $9.2M |
| Valley Forge Investment Consultants Inc. Adv | 2.37% | Add +4.0% | 332,069 | $9.2M |
| Winthrop Capital Management, LLC | 2.22% | Reduce -8.6% | 331,932 | $9.2M |
| Kathmere Capital Management, LLC | 0.49% | Reduce -1.7% | 330,602 | $9.2M |
| FFT Wealth Management LLC | 1.43% | Reduce -0.5% | 330,468 | $9.2M |
| BOK Financial Private Wealth, Inc. | 0.47% | Reduce -0.1% | 329,496 | $9.1M |
| CFG Wealth Management Services, Inc. | 8.85% | No change | 369,134 | $9.1M |
| Advisory Services Network, LLC | 0.10% | Reduce -3.4% | 325,395 | $9.0M |
| Bartlett & Co. Wealth Management LLC | 0.11% | Add +0.3% | 323,420 | $9.0M |
| Orcam Financial Group | 4.37% | Add +47.9% | 322,547 | $8.9M |
| Sound View Wealth Advisors Group, LLC | 0.55% | Add +3.5% | 322,218 | $8.9M |
| Facet Wealth, Inc. | 0.13% | Add +0.4% | 321,941 | $8.9M |
| Stevens Capital Partners | 1.69% | Add +43.3% | 321,590 | $8.9M |
| Cherry Tree Wealth Management, LLC | 1.66% | Add +60.0% | 317,960 | $8.8M |
| Peak Wealth Management LLC | 6.11% | Reduce -16.7% | 314,392 | $8.7M |
| Retirement Planning Group, LLC | 0.22% | Add +8.6% | 312,672 | $8.7M |
| Paradigm, Strategies in Wealth Management, LLC | 5.24% | Add +0.0% | 310,280 | $8.6M |
| Alliancebernstein L.P. | 0.00% | Add +5.9% | 346,944 | $8.6M |
| Stonekeep Investments, LLC | 4.99% | Add +1.3% | 309,654 | $8.6M |
| Plancorp, LLC | 0.21% | Add +1136.3% | 316,823 | $8.6M |
| Redhawk Wealth Advisors, Inc. | 0.84% | Add +15.5% | 309,521 | $8.6M |
| Genesis Private Wealth, LLC | 2.40% | Add +5.2% | 308,046 | $8.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +9.1% | 307,881 | $8.5M |
| Cooke Wealth Management, LLC | 6.98% | Reduce -1.1% | 307,641 | $8.5M |
| Flatrock Wealth Partners LLC | 3.35% | Add +4.7% | 307,609 | $8.5M |
| Clearstead Advisors, LLC | 0.08% | Reduce -1.8% | 307,493 | $8.5M |
| Phil A. Younker & Associates, Ltd. | 5.72% | Add +5.3% | 306,501 | $8.5M |
| Weinberger Asset Management, Inc | 2.71% | Add +2.6% | 308,272 | $8.5M |
| Leverty Financial Group, LLC | 1.64% | Add +0.8% | 304,582 | $8.4M |
| Plus Group Wealth Advisors LLC | 7.91% | Add +7.4% | 303,719 | $8.4M |
| BCK Partners, Inc. | 3.97% | Reduce -2.8% | 297,134 | $8.2M |
| Tudor Financial Inc. | 3.65% | Add +4.8% | 293,456 | $8.1M |
| Fortis Capital Management LLC | 0.91% | Add +7.5% | 292,965 | $8.1M |
| Athena Investment Management | 4.79% | Reduce -22.2% | 291,526 | $8.1M |
| Grant Street Asset Management, Inc. | 1.32% | Add +22.8% | 289,877 | $8.0M |
| Allen Capital Group, LLC | 0.65% | Add +16.0% | 287,964 | $8.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.17% | Reduce -0.1% | 284,993 | $7.9M |
| Hengehold Capital Management LLC | 0.61% | Reduce -2.5% | 283,187 | $7.8M |
| Bank of Montreal | 0.00% | Add +1.7% | 280,761 | $7.8M |
| Modera Wealth Management, LLC | 0.08% | Reduce -1.0% | 278,676 | $7.7M |
| Sax Wealth Advisors, LLC | 0.31% | Add +2109.2% | 311,143 | $7.7M |
| Blueprint Investment Partners LLC | 0.64% | Add +14.3% | 276,996 | $7.7M |
| Axxcess Wealth Management, LLC | 0.12% | New | 276,924 | $7.7M |
| Hurley Capital, LLC | 3.96% | Add +2.9% | 275,738 | $7.6M |
| KOM Wealth Management Group, LLC | 4.61% | Add +20.2% | 275,327 | $7.6M |
| Liberty Capital Management, Inc. | 1.30% | — | 272,856 | $7.6M |
| AA Financial Advisors, LLC | 0.90% | Reduce -4.5% | 270,873 | $7.5M |
| Koshinski Asset Management, Inc. | 0.39% | Add +11.2% | 266,485 | $7.4M |
| McKinley Carter Wealth Services, Inc. | 0.38% | Reduce -2.5% | 266,455 | $7.4M |
| Blueprint Financial Advisors LLC | 0.81% | Add +9.5% | 263,848 | $7.3M |
| Warner Financial, Inc. | 2.14% | Add +1.9% | 263,304 | $7.3M |
| Rialto Wealth Management, LLC | 1.44% | Reduce -1.6% | 263,014 | $7.3M |
| Milestone Investment Advisors LLC | 1.57% | Add +2.6% | 262,788 | $7.3M |
| L.K. Benson & Company, P.C. | 2.19% | Reduce -3.2% | 262,265 | $7.3M |
| Texas Yale Capital Corp. | 0.16% | Add +3.8% | 259,239 | $7.2M |
| Prota Financial, LLC | 4.72% | Reduce -30.1% | 262,734 | $7.2M |
| Armbruster Capital Management, Inc. | 1.07% | Reduce -0.1% | 258,406 | $7.2M |
| Bond & Devick Financial Network, Inc. | 1.74% | Reduce -1.8% | 254,831 | $7.1M |
| Talisman Wealth Advisors LLC | 5.23% | New | 221,635 | $7.0M |
| Shared Vision Wealth Group LLC | 2.39% | Add +32.8% | 251,098 | $7.0M |
| Rockbridge Investment Management, LCC | 0.56% | Reduce -5.5% | 248,778 | $6.9M |
| Tradewinds Capital Management, LLC | 1.22% | Add +10.3% | 247,653 | $6.9M |
| Breakwater Investment Management | 2.34% | Add +16.6% | 247,633 | $6.9M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.89% | Add +45.0% | 245,930 | $6.8M |
| Alpha Omega Wealth Management LLC | 1.02% | Reduce -0.4% | 243,114 | $6.7M |
| JPL Wealth Management, LLC | 1.33% | Reduce -2.6% | 241,321 | $6.7M |
| Berger Financial Group, Inc | 0.34% | Reduce -7.7% | 240,489 | $6.7M |
| Range Advisory, LLC | 0.79% | Add +12.0% | 239,147 | $6.6M |
| Heirloom Wealth Management | 0.95% | Reduce -12.8% | 236,889 | $6.6M |
| Robbins Farley | 2.51% | Add +4.6% | 235,647 | $6.5M |
| Destination Wealth Management | 0.15% | Reduce -1.9% | 234,758 | $6.5M |
| Valmark Advisers, Inc. | 0.07% | Add +3.0% | 233,987 | $6.5M |
| Davis R M Inc. | 0.10% | No change | 231,974 | $6.4M |
| SVB Wealth LLC | 0.40% | Reduce -11.3% | 230,737 | $6.4M |
| Seek First Inc. | 4.03% | Reduce -3.0% | 230,631 | $6.4M |
| Acropolis Investment Management, LLC | 0.25% | Reduce -0.6% | 230,172 | $6.4M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +267.1% | 228,382 | $6.3M |
| Fifth Third Bancorp | 0.01% | Reduce -3.8% | 226,866 | $6.3M |
| OneAscent Financial Services LLC | 0.30% | Reduce -1.9% | 226,059 | $6.3M |
| Armor Investment Advisors, LLC | 2.01% | Reduce -1.1% | 225,742 | $6.3M |
| Upper Left Wealth Management, LLC | 3.46% | Add +6.3% | 225,409 | $6.2M |
| Moneywise, Inc. | 2.32% | Add +17.9% | 224,324 | $6.2M |
| Madison Wealth Partners, Inc | 0.78% | Add +9.7% | 221,464 | $6.1M |
| Capital Analysts, LLC | 0.14% | Add +9.1% | 220,973 | $6.1M |
| Advisors Capital Management, LLC | 0.07% | Reduce -3.6% | 219,981 | $6.1M |
| National Bank of Canada | 0.01% | Add +472.5% | 219,705 | $6.1M |
| Cobblestone Asset Management LLC | 2.52% | New | 218,373 | $6.0M |
| IFP Advisors, Inc | 0.11% | Add +13.8% | 214,237 | $5.9M |
| Hamrick Investment Counsel, llc | 3.89% | Add +10.0% | 211,845 | $5.9M |
| WT Wealth Management | 1.62% | Reduce -0.5% | 211,668 | $5.9M |
| Waterford Advisors, LLC | 1.60% | No change | 211,231 | $5.9M |
| Seeds Investor LLC | 0.60% | Add +15.5% | 209,550 | $5.8M |
| Diversify Advisory Services, LLC | 0.10% | New | 213,071 | $5.8M |
| Diversify Wealth Management, LLC | 0.10% | Add +0.2% | 213,071 | $5.8M |
| Diversified Enterprises, LLC | 0.28% | Add +7.3% | 208,101 | $5.8M |
| &partners | 0.02% | Add +0.5% | 208,169 | $5.8M |
| Five Oceans Advisors | 1.85% | Reduce -0.8% | 207,638 | $5.8M |
| Cambridge Capital Management, LLC | 2.16% | Add +0.1% | 205,554 | $5.7M |
| Yanni & Associates Investment Advisors, LLC | 5.24% | Reduce -0.1% | 205,158 | $5.7M |
| Financial Solutions Advisory Group, Inc. | 0.72% | Add +3.1% | 206,784 | $5.7M |
| Blair William & Co. | 0.01% | Add +5.8% | 204,651 | $5.7M |
| Old National Bancorp | 0.11% | Add +10.5% | 204,631 | $5.7M |
| Valeo Financial Advisors, LLC | 0.12% | Add +3.2% | 204,155 | $5.7M |
| SHUTTLEWORTH & Co | 4.52% | Add +25.7% | 203,932 | $5.6M |
| Mutual Advisors, LLC | 0.11% | Add +5.5% | 201,831 | $5.6M |
| Tempus Wealth Planning, LLC | 1.09% | Add +4.1% | 201,709 | $5.6M |
| CGN Advisors LLC | 0.41% | Reduce -0.1% | 201,564 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +138.8% | 201,046 | $5.6M |
| Elm Partners Management LLC | 0.20% | Add +1.5% | 200,155 | $5.5M |
| Cooper Financial Group | 0.46% | Add +1.9% | 198,156 | $5.5M |
| Cahill Financial Advisors Inc. | 0.52% | Add +4.4% | 197,190 | $5.5M |
| CVA Family Office, LLC | 0.49% | Add +1.3% | 197,034 | $5.5M |
| Foster Group, Inc. | 0.14% | Reduce -0.6% | 196,118 | $5.4M |
| Womack Financial LLC | 3.59% | Reduce -1.1% | 196,055 | $5.4M |
| SWS Partners | 1.17% | Reduce -0.8% | 195,610 | $5.4M |
| Strategic Financial Planning, Inc. | 2.80% | New | 193,304 | $5.4M |
| Curtis Advisory Group, LLC | 1.04% | Add +0.8% | 193,154 | $5.4M |
| Private Advisory Group LLC | 0.30% | Add +27.6% | 192,884 | $5.3M |
| Bishop & Co Investment Management, LLC | 1.63% | No change | 191,329 | $5.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.80% | No change | 190,825 | $5.3M |
| RHS Financial, LLC | 2.13% | Reduce -2.3% | 190,357 | $5.3M |
| Valpey Financial Services, LLC | 3.13% | Reduce -5.7% | 190,038 | $5.3M |
| Independent Solutions Wealth Management, LLC | 0.68% | Reduce -3.3% | 188,987 | $5.2M |
| AE Wealth Management LLC | 0.02% | Reduce -79.9% | 185,351 | $5.1M |
| CIBC Bancorp USA Inc. | 0.01% | Add +31.6% | 184,783 | $5.1M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -7.8% | 184,080 | $5.1M |
| Windsor Advisory Group, LLC | 3.69% | No change | 183,632 | $5.1M |
| CAP Partners, LLC | 2.48% | Add +0.2% | 182,898 | $5.1M |
| LifePlan Investment Advisors, Inc. | 1.74% | Reduce -2.0% | 182,499 | $5.1M |
| Ieq Capital, LLC | 0.02% | Add +8.4% | 181,775 | $5.0M |
| Uptown Financial Advisors LLC | 3.68% | Reduce -2.1% | 181,155 | $5.0M |
| Sollinda Capital Management LLC | 1.07% | Add +4.6% | 180,902 | $5.0M |
| Clearwater Capital Advisors, LLC | 0.37% | Add +2.4% | 180,231 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +20.0% | 180,044 | $5.0M |
| AdvisorNet Financial, Inc | 0.23% | Reduce -3.7% | 178,841 | $5.0M |
| Enclave Advisors LLC | 0.64% | Add +0.7% | 177,581 | $4.9M |
| Avalon Advisory Group | 1.81% | Reduce -0.1% | 177,423 | $4.9M |
| Argent Trust Co | 0.14% | Reduce -1.6% | 176,470 | $4.9M |
| Carnegie Investment Counsel | 0.10% | Reduce -1.4% | 175,241 | $4.9M |
| Evergreen Capital Management LLC | 0.09% | Reduce -0.1% | 175,225 | $4.9M |
| Family Legacy Financial Solutions, LLC | 2.92% | Add +17.8% | 172,961 | $4.8M |
| Brighton Jones LLC | 0.09% | Reduce -11.0% | 171,933 | $4.8M |
| Beacon Wealthcare LLC | 1.52% | Reduce -0.5% | 171,168 | $4.7M |
| Foundations Investment Advisors, LLC | 0.05% | Add +2.0% | 170,948 | $4.7M |
| Summit Financial Strategies, Inc. | 0.33% | Reduce -14.7% | 169,859 | $4.7M |
| Ancora Advisors LLC | 0.09% | Reduce -6.5% | 167,839 | $4.6M |
| Valicenti Advisory Services Inc. | 0.88% | Add +4.4% | 167,624 | $4.6M |
| Fiduciary Financial Advisors | 0.47% | New | 166,618 | $4.6M |
| Leo H. Evart, Inc. | 3.64% | Add +4.0% | 166,534 | $4.6M |
| Attessa Capital LLC | 2.06% | Reduce -1.9% | 165,835 | $4.6M |
| Aptus Capital Advisors, LLC | 0.03% | Add +3.6% | 165,789 | $4.6M |
| Aire Advisors, LLC | 0.74% | Reduce -0.1% | 164,920 | $4.6M |
| DHJJ Financial Advisors, Ltd. | 1.32% | Add +0.5% | 164,804 | $4.6M |
| Peak Financial Management, Inc. | 1.04% | Reduce -0.4% | 163,833 | $4.5M |
| Avior Wealth Management, LLC | 0.12% | Reduce -2.7% | 163,381 | $4.5M |
| Caprock Group, LLC | 0.09% | Add +16.3% | 162,570 | $4.5M |
| Garrison Point Advisors, LLC | 1.82% | Add +6.6% | 161,782 | $4.5M |
| Blackhawk Capital Partners, LLC | 1.46% | Reduce -7.3% | 161,592 | $4.5M |
| North Forty Two & Co. | 3.79% | Add +2.1% | 160,914 | $4.5M |
| LVW Advisors, LLC | 0.38% | Reduce -11.5% | 160,545 | $4.4M |
| Woodmont Investment Counsel LLC | 0.24% | Reduce -1.3% | 160,504 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +1.0% | 159,811 | $4.4M |
| Sheets Smith Wealth Management | 0.44% | Reduce -1.4% | 157,892 | $4.4M |
| Global Strategic Investment Solutions, LLC | 0.39% | Add +0.1% | 157,874 | $4.4M |
| Mascagni Wealth Management, Inc. | 2.70% | Add +1.2% | 156,841 | $4.3M |
| Pure Financial Advisors, LLC | 0.06% | Add +12.8% | 156,818 | $4.3M |
| Plum Street Advisors, LLC | 1.38% | Reduce -2.0% | 156,174 | $4.3M |
| Cape Investment Advisory, Inc. | 1.16% | Add +2.0% | 156,102 | $4.3M |
| SeaCrest Wealth Management, LLC | 0.48% | Add +5.6% | 155,986 | $4.3M |
| Smartleaf Asset Management LLC | 0.14% | No change | 155,326 | $4.3M |
| Veridan Wealth LLC | 1.49% | Reduce -1.1% | 154,246 | $4.3M |
| Blossom Wealth Management | 6.01% | Add +0.4% | 154,092 | $4.3M |
| Condor Capital Management | 0.32% | Reduce -1.1% | 152,915 | $4.2M |
| Quadrant Capital Group LLC | 0.11% | Reduce -0.6% | 150,602 | $4.2M |
| Brookstone Capital Management | 0.04% | Add +47.3% | 149,697 | $4.1M |
| RFG Advisory, LLC | 0.06% | Reduce -10.7% | 149,551 | $4.1M |
| Freestone Capital Holdings, LLC | 0.11% | Add +18.6% | 148,960 | $4.1M |
| Cannon Wealth Management Services, LLC | 2.26% | Add +3.3% | 148,825 | $4.1M |
| Altfest L J & Co. Inc. | 0.40% | Reduce -1.8% | 148,044 | $4.1M |
| Csenge Advisory Group | 0.17% | Reduce -6.2% | 147,356 | $4.1M |
| Signaturefd, LLC | 0.05% | Add +4.7% | 147,057 | $4.1M |
| Harbour Investments, Inc. | 0.05% | Add +0.2% | 146,968 | $4.1M |
| Port Capital LLC | 0.17% | Reduce -0.2% | 146,386 | $4.1M |
| Salem Investment Counselors Inc. | 0.10% | Add +1.5% | 146,371 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +3.9% | 146,130 | $4.0M |
| MADDEN SECURITIES Corp | 1.12% | Add +18.7% | 145,979 | $4.0M |
| Ethic Inc. | 0.05% | New | 141,674 | $3.9M |
| Integrity Alliance, Llc. | 0.12% | Add +4.2% | 141,060 | $3.9M |
| Tortoise Investment Management, LLC | 0.29% | Add +0.1% | 139,138 | $3.9M |
| Pioneer Wealth Management Group | 0.93% | Reduce -5.5% | 138,350 | $3.8M |
| Creative Financial Designs Inc. | 0.18% | Add +6.5% | 138,244 | $3.8M |
| Seaside Wealth Management, Inc. | 0.95% | Reduce -5.5% | 138,082 | $3.8M |
| Ballast Financial Advisors LLC | 3.46% | Reduce -0.4% | 138,002 | $3.8M |
| Nuveen, LLC | 0.00% | New | 136,589 | $3.8M |
| Lyell Wealth Management, LP | 0.23% | Add +33.4% | 135,998 | $3.8M |
| Apex Wealth Management, LLC | 2.29% | Add +9.0% | 135,278 | $3.7M |
| Bridgewater Advisors Inc. | 0.20% | Add +492.7% | 135,090 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.6% | 130,513 | $3.6M |
| Nwam LLC | 0.18% | Add +1.2% | 130,345 | $3.6M |
| Evensky & Katz LLC | 0.19% | Add +1.8% | 130,254 | $3.6M |
| D.B. Root & Company, LLC | 0.76% | Add +4.9% | 129,673 | $3.6M |
| Summitpoint Capital Management | 3.87% | Reduce -26.7% | 129,636 | $3.6M |
| VERITY Wealth Advisors | 2.13% | Add +19.4% | 127,443 | $3.5M |
| HORAN Wealth, LLC | 0.44% | Reduce -50.6% | 126,365 | $3.5M |
| Dorato Capital Management | 2.36% | Add +6.9% | 126,300 | $3.5M |
| IF Advisors, LLC | 2.28% | Add +15.5% | 125,262 | $3.5M |
| Strategic Financial Concepts, LLC | 1.03% | Reduce -2.5% | 126,147 | $3.5M |
| Nestegg Advisors, Inc. | 2.45% | Add +26.5% | 124,931 | $3.5M |
| Keeler Thomas Management LLC | 1.23% | New | 124,744 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -55.3% | 124,254 | $3.4M |
| Per Stirling Capital Management, LLC. | 0.33% | Reduce -2.2% | 124,010 | $3.4M |
| Integrated Advisors Network LLC | 0.16% | Reduce -5.8% | 123,754 | $3.4M |
| Chapman Financial Group, LLC | 2.27% | Add +1.0% | 123,559 | $3.4M |
| Unify Financial Advisors | 3.15% | Add +70.4% | 123,186 | $3.4M |
| Sand Hill Global Advisors, LLC | 0.10% | No change | 122,753 | $3.4M |
| Beacon Bridge Wealth Partners, LLC | 0.97% | Add +23.6% | 122,407 | $3.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.96% | Add +1.1% | 121,475 | $3.4M |
| Cambridge Financial Group, LLC | 1.05% | Reduce -13.9% | 120,931 | $3.3M |
| Frank, Rimerman Advisors LLC | 0.19% | Add +49.0% | 120,825 | $3.3M |
| First National Bank of Omaha | 0.09% | Reduce -2.0% | 121,408 | $3.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.31% | Reduce -0.4% | 119,578 | $3.3M |
| Long Island Wealth Management, Inc. | 1.37% | Add +4.2% | 119,357 | $3.3M |
| XY Planning Network, Inc. | 0.41% | Add +4.8% | 119,333 | $3.3M |
| ProVise Management Group, LLC | 0.22% | Add +0.0% | 118,659 | $3.3M |
| Nelson Capital Management, LLC | 0.36% | Reduce -2.1% | 118,460 | $3.3M |
| Wrenne Financial Planning LLC | 1.10% | Add +4.3% | 117,643 | $3.3M |
| Arcataur Capital Management LLC | 0.80% | Reduce -1.5% | 117,022 | $3.2M |
| Ballast Rock Private Wealth LLC | 1.49% | Add +4.0% | 116,764 | $3.2M |
| Arax Advisory Partners | 0.02% | Add +218.5% | 116,715 | $3.2M |
| Revisor Wealth Management LLC | 0.77% | Add +1.2% | 115,942 | $3.2M |
| MBE Wealth Management, LLC | 1.13% | Add +0.9% | 115,783 | $3.2M |
| Motive Wealth Advisors | 1.32% | Reduce -4.4% | 115,671 | $3.2M |
| Simplicity Wealth,LLC | 0.11% | Add +23.5% | 115,421 | $3.2M |
| MCF Advisors LLC | 0.11% | Add +372.4% | 113,774 | $3.2M |
| Whitcomb & Hess, Inc. | 0.68% | Reduce -0.1% | 113,339 | $3.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.30% | Reduce -3.0% | 111,592 | $3.1M |
| Meridian Investment Counsel Inc. | 0.66% | Reduce -1.3% | 111,277 | $3.1M |
| Stewardship Advisors, LLC | 0.63% | Add +1.3% | 110,230 | $3.1M |
| Global Retirement Partners, LLC | 0.05% | — | 110,060 | $3.0M |
| Marquette Asset Management, LLC | 0.39% | Reduce -0.1% | 109,144 | $3.0M |
| Aspiring Ventures, LLC | 0.80% | Add +2.7% | 109,135 | $3.0M |
| Donaldson Capital Management, LLC | 0.09% | Add +20.6% | 107,988 | $3.0M |
| Expressive Wealth LLC | 2.82% | Reduce -0.8% | 107,785 | $3.0M |
| Certuity, LLC | 0.15% | Add +0.6% | 107,138 | $3.0M |
| Vanguard Advisers Inc. | 0.01% | Add +9.0% | 107,053 | $3.0M |
| Leisure Capital Management | 0.92% | Reduce -52.1% | 106,470 | $2.9M |
| Diversified Portfolios, Inc. | 0.21% | Add +4.9% | 105,232 | $2.9M |
| Diversified Trust Co. | 0.05% | Add +0.1% | 104,684 | $2.9M |
| Global Financial Private Client, LLC | 0.79% | Reduce -0.1% | 104,678 | $2.9M |
| Roundview Capital LLC | 0.16% | Add +1.5% | 103,655 | $2.9M |
| Omega Financial Group, LLC | 0.87% | Reduce -0.5% | 103,161 | $2.9M |
| G&S Capital LLC | 0.83% | New | 103,144 | $2.9M |
| Parkwoods Wealth Partners, LLC | 0.46% | New | 103,038 | $2.9M |
| Red Door Wealth Management, LLC | 0.26% | Add +3.1% | 102,637 | $2.8M |
| Virginia Estate & Retirement Planning Advisors Inc. | 3.42% | Add +218265.9% | 89,530 | $2.8M |
| 1900 Wealth Management LLC | 0.16% | Reduce -7.3% | 102,408 | $2.8M |
| Balboa Wealth Partners | 0.39% | Add +759.7% | 102,191 | $2.8M |
| Alaska Wealth Advisors, LLC | 0.31% | Add +25.4% | 101,990 | $2.8M |
| American Financial Advisors, LLC | 0.34% | Reduce -3.3% | 101,777 | $2.8M |
| Wealthspire Retirement, LLC | 0.15% | Reduce -10.5% | 101,797 | $2.8M |
| NBT Bank, N.A. | 0.19% | Reduce -7.3% | 101,350 | $2.8M |
| Murphy & Mullick Capital Management Corp | 1.74% | Reduce -0.2% | 101,159 | $2.8M |
| Copper Harbor Investment Advisors, LLC | 0.59% | — | 100,594 | $2.8M |
| Intelligence Driven Advisers, LLC | 0.45% | Add +8.1% | 99,326 | $2.8M |
| Wilkins Miller Wealth Management, LLC | 1.51% | Add +5.4% | 99,015 | $2.7M |
| GC Wealth Management RIA, LLC | 0.16% | Reduce -2.4% | 98,414 | $2.7M |
| CDKV Holdings LLC | 2.12% | Reduce -1.0% | 98,004 | $2.7M |
| Johnson Bixby & Associates, LLC | 0.30% | Add +0.9% | 97,355 | $2.7M |
| Reston Wealth Management LLC | 0.72% | Add +10.1% | 96,670 | $2.7M |
| BSW Wealth Partners | 0.29% | Reduce -1.0% | 94,660 | $2.6M |
| CoreCap Advisors, LLC | 0.08% | Reduce -7.3% | 94,464 | $2.6M |
| Kearns & Associates LLC | 1.21% | Add +3.9% | 93,781 | $2.6M |
| Asset Dedication, LLC | 0.16% | Add +25.7% | 93,763 | $2.6M |
| Cambridge Advisors Inc. | 0.45% | Reduce -1.1% | 93,667 | $2.6M |
| Investment Advisory Group, LLC | 0.56% | Add +56.5% | 92,477 | $2.6M |
| Arcadia Investment Advisors LLC | 1.08% | Reduce -1.8% | 92,332 | $2.6M |
| West Paces Advisors Inc. | 0.43% | Reduce -2.0% | 92,045 | $2.5M |
| Tactive Advisors, LLC | 0.63% | Add +1.2% | 92,026 | $2.5M |
| Commerce Bank | 0.01% | Reduce -0.3% | 91,911 | $2.5M |
| Howard Financial Services, LTD. | 0.25% | Reduce -9.3% | 91,676 | $2.5M |
| Victory Financial Group, LLC | 0.27% | Add +68.8% | 91,617 | $2.5M |
| Embree Financial Group | 0.25% | Reduce -25.9% | 91,594 | $2.5M |
| Rossby Financial, LCC | 0.46% | Add +13.2% | 90,705 | $2.5M |
| C M Bidwell & Associates Ltd. | 1.03% | Add +7.5% | 90,666 | $2.5M |
| Mission Creek Capital Partners, Inc. | 0.44% | Add +34.3% | 101,472 | $2.5M |
| Elser Financial Planning, Inc | 0.11% | Reduce -1.5% | 89,813 | $2.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.9% | 89,376 | $2.5M |
| Sigma Planning Corp | 0.06% | Add +5.6% | 88,920 | $2.5M |
| Amicus Financial Advisors, LLC | 0.60% | Reduce -5.6% | 88,228 | $2.4M |
| Affinity Capital Advisors, LLC | 0.30% | Reduce -2.0% | 87,596 | $2.4M |
| True North Advisors, LLC | 0.23% | Reduce -1.3% | 88,038 | $2.4M |
| NorthRock Partners, LLC | 0.04% | Reduce -3.3% | 87,899 | $2.4M |
| HC Advisors, LLC | 1.47% | Add +12.3% | 87,445 | $2.4M |
| Clear Retirement Advice LLC | 1.66% | Reduce -1.4% | 87,339 | $2.4M |
| Kiley Juergens Wealth Management, LLC | 0.38% | Reduce -0.2% | 86,606 | $2.4M |
| Awm Capital, LLC | 0.19% | Add +0.2% | 86,016 | $2.4M |
| Walter & Keenan Wealth Management LLC /in/ | 0.58% | Add +0.1% | 84,470 | $2.3M |
| Angeles Wealth Management, LLC | 0.11% | Add +6.1% | 84,154 | $2.3M |
| Pflug Koory, LLC | 0.92% | Add +4.3% | 83,227 | $2.3M |
| Nicolet Bankshares Inc. | 0.07% | Reduce -2.0% | 82,965 | $2.3M |
| Warwick Investment Management, Inc. | 0.26% | Reduce -0.1% | 82,826 | $2.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +18.5% | 82,648 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -3.8% | 82,395 | $2.3M |
| James Investment Research, Inc. | 0.23% | Add +16.5% | 82,178 | $2.3M |
| Fifth Third Securities, Inc. | 0.13% | Add +5.9% | 81,142 | $2.2M |
| Beacon Capital Management, LLC | 0.33% | Reduce -1.6% | 80,870 | $2.2M |
| WJ Financial Advisors LLC | 1.65% | Add +2.1% | 80,807 | $2.2M |
| Fiduciary Trust Co | 0.02% | Reduce -6.4% | 79,357 | $2.2M |
| Keel Point, LLC | 0.13% | Add +37.0% | 78,688 | $2.2M |
| Aegis Wealth Management LLC | 1.02% | No change | 78,298 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Reduce -3.4% | 78,142 | $2.2M |
| Principal Securities, Inc. | 0.03% | Add +23.1% | 78,038 | $2.2M |
| Pacific Point Advisors, LLC | 0.98% | Add +500.6% | 77,795 | $2.2M |
| Oak Family Advisors, LLC | 0.62% | Add +0.0% | 77,739 | $2.2M |
| Aprio Wealth Management, LLC | 0.11% | Add +82.8% | 77,676 | $2.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.50% | Add +0.1% | 77,398 | $2.1M |
| FF Advisors,LLC | 0.80% | Add +1.4% | 77,040 | $2.1M |
| Owen LaRue, LLC | 0.74% | Reduce -1.8% | 76,741 | $2.1M |
| Gambit Capital Management, LLC | 1.24% | Add +4.2% | 76,463 | $2.1M |
| Meramec Financial Planners, LLC | 0.77% | Add +1.8% | 77,377 | $2.1M |
| Apella Capital, LLC | 0.03% | Add +8.5% | 75,643 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -0.8% | 74,904 | $2.1M |
| Ironwood Wealth Management, LLC. | 0.46% | Reduce -0.4% | 74,614 | $2.1M |
| Ami Investment Management Inc. | 0.44% | Reduce -1.8% | 74,452 | $2.1M |
| Root Financial Partners, LLC | 0.08% | Add +52.0% | 74,165 | $2.1M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +0.3% | 74,094 | $2.1M |
| Carrera Capital Advisors | 0.30% | Reduce -3.1% | 73,759 | $2.0M |
| Aspen Investment Management Inc | 0.55% | Reduce -1.8% | 73,677 | $2.0M |
| May Hill Capital, LLC | 0.42% | Reduce -0.3% | 73,390 | $2.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.20% | Add +0.1% | 72,677 | $2.0M |
| Ritholtz Wealth Management | 0.03% | Add +30.9% | 71,699 | $2.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Add +98.0% | 71,666 | $2.0M |
| Inspire Advisors, LLC | 0.14% | Add +156.7% | 71,969 | $2.0M |
| Passive Capital Management, LLC. | 0.62% | Add +0.3% | 82,405 | $2.0M |
| FinDec Wealth Services, Inc. | 2.33% | Reduce -0.4% | 71,239 | $2.0M |
| Lee Financial Co | 0.25% | Reduce -3.4% | 70,759 | $2.0M |
| Brickley Wealth Management | 0.28% | Add +0.0% | 70,388 | $1.9M |
| Elevated Financial Group LLC | 0.55% | Reduce -0.8% | 70,371 | $1.9M |
| Ameritas Advisory Services, LLC | 0.04% | Add +246.4% | 70,258 | $1.9M |
| Ballentine Partners, LLC | 0.02% | Add +3.6% | 69,749 | $1.9M |
| Clark Asset Management, LLC | 0.15% | Add +11.6% | 69,339 | $1.9M |
| Axos Invest Inc. | 1.40% | Reduce -13.2% | 69,052 | $1.9M |
| Private Capital Management, LLC | 0.17% | Reduce -2.4% | 69,016 | $1.9M |
| Abacus Planning Group, Inc. | 0.23% | Reduce -0.4% | 68,311 | $1.9M |
| Evanson Financial, LLC | 0.09% | — | 68,179 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 67,896 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.3% | 67,103 | $1.9M |
| Brio Consultants, LLC | 0.22% | Add +0.7% | 66,747 | $1.8M |
| Diversified Investment Strategies, LLC | 1.19% | Reduce -0.4% | 66,491 | $1.8M |
| Granite Islands Private Wealth, LLC | 1.36% | Add +16.7% | 66,279 | $1.8M |
| FAS Wealth Partners, Inc. | 0.10% | Add +0.5% | 66,149 | $1.8M |
| Coastwise Capital Group, LLC | 1.05% | Add +17.2% | 65,298 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +17.0% | 65,267 | $1.8M |
| Great Waters Wealth Management | 0.17% | Add +0.2% | 65,198 | $1.8M |
| Planned Solutions, Inc. | 0.52% | Add +1.5% | 64,732 | $1.8M |
| Cathy Pareto & Associates, Inc. | 1.05% | Add +159.4% | 64,570 | $1.8M |
| Meridian Financial Advisors, LLC | 0.86% | Add +5.6% | 64,523 | $1.8M |
| Claro Advisors Inc. | 0.19% | Add +6.7% | 64,306 | $1.8M |
| Greenhouse Wealth Management, LLC | 1.25% | Reduce -1.0% | 64,303 | $1.8M |
| TFO Wealth Partners, LLC | 0.19% | Add +0.4% | 64,075 | $1.8M |
| Brown Advisory Inc. | 0.00% | Reduce -0.2% | 63,099 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +6.7% | 62,860 | $1.7M |
| Fiducient Advisors LLC | 0.25% | Reduce -9.2% | 62,710 | $1.7M |
| Essential Partners LLC | 0.80% | Add +23.2% | 62,565 | $1.7M |
| Thompson Investment Management, Inc. | 0.20% | No change | 62,500 | $1.7M |
| Continuum Advisory, LLC | 0.14% | Add +5.2% | 62,483 | $1.7M |
| White Pine Investment CO | 0.37% | Add +1.5% | 62,128 | $1.7M |
| SteelPeak Wealth, LLC | 0.05% | Add +0.1% | 62,104 | $1.7M |
| KRM Wealth Management L.L.C. | 0.76% | Reduce -0.4% | 61,967 | $1.7M |
| Heartwood Wealth Advisors LLC | 0.13% | Add +12.2% | 61,734 | $1.7M |
| Trek Financial, LLC | 0.08% | Add +14.1% | 61,214 | $1.7M |
| Westmount Partners, LLC | 0.37% | Add +0.4% | 61,034 | $1.7M |
| Frisco Financial Planning LLC | 1.26% | Add +7.4% | 60,586 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +6.0% | 60,226 | $1.7M |
| Advyzon Investment Management, LLC | 0.12% | Reduce -3.0% | 60,139 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Add +55.1% | 59,705 | $1.7M |
| Burkett Financial Services, LLC | 0.51% | Reduce -10.6% | 59,396 | $1.6M |
| One Capital Management, LLC | 0.05% | No change | 66,421 | $1.6M |
| Wolfstich Capital, LLC | 1.27% | New | 51,215 | $1.6M |
| RCW Management, LLC | 1.47% | Add +2.4% | 59,254 | $1.6M |
| Compass Financial Group, INC | 0.19% | Add +586.7% | 58,979 | $1.6M |
| FDx Advisors, Inc. | 0.49% | Reduce -2.8% | 58,759 | $1.6M |
| Evermay Wealth Management LLC | 0.17% | Add +1.0% | 58,688 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -82.1% | 58,678 | $1.6M |
| Carolina Wealth Management Inc | 0.75% | — | 58,595 | $1.6M |
| GK Wealth Management LLC | 0.98% | New | 58,545 | $1.6M |
| CWA Asset Management Group, LLC | 0.05% | Add +50.8% | 58,493 | $1.6M |
| Abound Wealth Management | 0.32% | Add +1.6% | 58,315 | $1.6M |
| Anchor Investment Management, LLC | 0.12% | Reduce -6.1% | 57,407 | $1.6M |
| Arkansas Financial Group, Inc. | 0.21% | Add +7.4% | 57,194 | $1.6M |
| Fonville Wealth Management LLC | 0.26% | Add +6.8% | 56,358 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.0% | 56,294 | $1.6M |
| Rossmore Private Capital | 0.13% | No change | 56,094 | $1.6M |
| Geometric Wealth Advisors | 0.17% | Reduce -22.0% | 56,072 | $1.6M |
| WLTH Capital Management, LLC | 0.99% | Reduce -6.3% | 56,017 | $1.6M |
| Fairview Capital Investment Management, LLC | 0.08% | No change | 55,736 | $1.5M |
| Three Bearings Fiduciary Advisors, Inc. | 1.38% | No change | 55,672 | $1.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.50% | Reduce -4.2% | 56,314 | $1.5M |
| R2 Capital Strategies, LLC | 0.69% | — | 55,283 | $1.5M |
| Hardin Capital Partners, LLC | 0.71% | Add +10.5% | 55,257 | $1.5M |
| Smallwood Wealth Investment Management, LLC | 0.66% | Reduce -0.4% | 54,865 | $1.5M |
| Traction Financial Partners, LLC | 0.81% | Add +5.7% | 54,788 | $1.5M |
| United Advisor Group, LLC | 0.16% | Reduce -1.1% | 54,613 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +8.2% | 54,327 | $1.5M |
| Sunburst Financial Group, LLC | 0.25% | Reduce -0.9% | 54,083 | $1.5M |
| Flputnam Investment Management Co. | 0.02% | Add +11.5% | 53,730 | $1.5M |
| Verus Wealth Management, LLC | 1.22% | No change | 53,418 | $1.5M |
| Successful Portfolios LLC | 0.69% | Add +7.6% | 53,694 | $1.5M |
| Brucke Financial, Inc. | 0.65% | Add +1.8% | 53,068 | $1.5M |
| Code Waechter LLC | 0.75% | Add +8.4% | 52,347 | $1.5M |
| Wilson & Boucher Capital Management, LLC | 0.84% | Add +1.0% | 51,945 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +2.8% | 51,867 | $1.4M |
| Empowered Funds, LLC | 0.01% | Add +46.0% | 51,458 | $1.4M |
| M. Kulyk & Associates, LLC | 0.23% | Add +29.9% | 51,316 | $1.4M |
| Cambria Investment Management, L.P. | 0.07% | Add +52.7% | 50,998 | $1.4M |
| Indivisible Partners | 0.08% | Reduce -6.9% | 50,930 | $1.4M |
| Eagle Strategies LLC | 0.14% | Add +1.0% | 50,754 | $1.4M |
| Oath Planning, LLC | 1.03% | Reduce -2.2% | 50,170 | $1.4M |
| Monetary Solutions, Ltd | 1.19% | Add +0.1% | 49,909 | $1.4M |
| Lewis Asset Management, LLC | 0.48% | Reduce -6.0% | 49,678 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -7.5% | 49,667 | $1.4M |
| Schwallier Wealth Management LLC | 0.87% | Reduce -79.3% | 49,590 | $1.4M |
| Wernau Asset Management Inc. | 1.30% | Add +3.0% | 49,588 | $1.4M |
| Avant Financial Advisors LLC | 0.85% | Add +2.8% | 49,414 | $1.4M |
| Aspen Grove Capital, LLC | 0.20% | Add +0.3% | 49,242 | $1.4M |
| Visionary Horizons, LLC | 0.57% | Add +33.6% | 49,014 | $1.4M |
| Spinnaker Investment Group, LLC | 0.22% | Add +21.0% | 48,940 | $1.4M |
| Cooper/Haims Advisors, LLC | 0.58% | Reduce -2.0% | 48,810 | $1.4M |
| Blue Zone Wealth Advisors, LLC | 0.24% | Reduce -5.6% | 48,679 | $1.3M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 48,609 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Add +60.5% | 48,458 | $1.3M |
| Plan A Wealth LLC | 0.57% | Reduce -15.8% | 48,425 | $1.3M |
| Primoris Wealth Advisors, LLC | 0.61% | Add +1.7% | 48,107 | $1.3M |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.3% | 47,975 | $1.3M |
| Simon Quick Advisors, LLC | 0.05% | Add +60.5% | 47,905 | $1.3M |
| Watershed Private Wealth LLC | 0.37% | Reduce -1.4% | 47,863 | $1.3M |
| Laffer Tengler Investments, Inc. | 0.20% | No change | 47,759 | $1.3M |
| Crusonia Wealth Advisors LLC | 0.22% | Add +115.1% | 47,684 | $1.3M |
| Klingman & Associates, LLC | 0.06% | Reduce -2.7% | 47,052 | $1.3M |
| IFG Advisory, LLC | 0.05% | New | 46,972 | $1.3M |
| Orographic Financial Advisors, LLC | 0.85% | Reduce -1.1% | 45,295 | $1.3M |
| Davidson Trust Co. | 0.50% | No change | 46,370 | $1.3M |
| Larson Financial Group LLC | 0.03% | Reduce -7.4% | 46,274 | $1.3M |
| Madden Advisory Services, Inc. | 0.46% | Reduce -0.9% | 46,244 | $1.3M |
| Quadcap Wealth Management, LLC | 0.12% | No change | 45,920 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -7.4% | 45,812 | $1.3M |
| Weaver Capital Management LLC | 0.28% | No change | 51,036 | $1.3M |
| Acorn Wealth Advisors, LLC | 0.31% | Add +11.4% | 45,485 | $1.3M |
| Zions Bancorporation, National Association | 0.07% | No change | 45,000 | $1.2M |
| Lighthouse Wealth Management Inc. | 0.77% | Add +8.0% | 44,780 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +5.9% | 44,581 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +7.1% | 44,544 | $1.2M |
| Earned Wealth Advisors, LLC | 0.08% | Reduce -2.0% | 44,489 | $1.2M |
| J.E. Simmons & Co., P.C. | 0.69% | No change | 44,373 | $1.2M |
| Clay Northam Wealth Management, LLC | 0.60% | No change | 44,225 | $1.2M |
| LTG Capital LLC | 0.82% | Add +0.1% | 44,122 | $1.2M |
| Curry Webb Wealth Management LLC | 0.50% | Reduce -4.2% | 43,950 | $1.2M |
| Prospera Capital Management, LLC | 0.38% | Add +44.2% | 43,552 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +12.7% | 43,717 | $1.2M |
| Waterloo Capital, L.P. | 0.07% | Add +306.0% | 43,446 | $1.2M |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.6% | 43,347 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +4.5% | 43,158 | $1.2M |
| Spartan Wealth Advisory Services LLC | 0.10% | Add +7.5% | 42,875 | $1.2M |
| Strategic Investment Solutions, Inc. | 0.27% | Add +0.0% | 42,859 | $1.2M |
| Fiduciary Alliance LLC | 0.08% | Add +8.6% | 41,990 | $1.2M |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -0.7% | 41,979 | $1.2M |
| SevenBridge Financial Group, LLC | 0.17% | Reduce -2.1% | 40,811 | $1.2M |
| Forum Financial Management, LP | 0.01% | Reduce -0.4% | 41,570 | $1.2M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -23.2% | 41,486 | $1.1M |
| Holderness Investments Co. | 0.19% | Add +0.6% | 41,417 | $1.1M |
| Bullock Wealth Management Group | 0.50% | Add +1.3% | 41,988 | $1.1M |
| PFG Advisors | 0.06% | Reduce -60.5% | 41,359 | $1.1M |
| Ironwood Financial, llc | 0.18% | Reduce -1.2% | 42,191 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.46% | Reduce -0.4% | 41,153 | $1.1M |
| Fielder Capital Group LLC | 0.25% | No change | 40,959 | $1.1M |
| Bfsg, LLC | 0.10% | Reduce -4.0% | 40,903 | $1.1M |
| Daybright Advisory Services, Inc. | 0.27% | Reduce -13.3% | 41,282 | $1.1M |
| Advisory Resource Group | 0.17% | Add +49.5% | 40,860 | $1.1M |
| Greenline Partners, LLC | 0.11% | Add +0.1% | 40,624 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.07% | No change | 40,928 | $1.1M |
| HUB Investment Partners, LLC | 0.02% | Add +39.8% | 40,555 | $1.1M |
| Valued Retirements, Inc. | 1.01% | Reduce -5.2% | 40,460 | $1.1M |
| Gould Asset Management LLC | 0.18% | Reduce -7.1% | 40,120 | $1.1M |
| American Investment Services, Inc. | 0.23% | Reduce -22.9% | 40,075 | $1.1M |
| Highline Wealth Partners LLC | 0.23% | Add +1393.6% | 39,894 | $1.1M |
| 71 West Capital Partners | 0.04% | Reduce -23.9% | 39,642 | $1.1M |
| National Wealth Management Group, LLC | 0.34% | New | 39,439 | $1.1M |
| JDM Financial Group LLC | 0.37% | Add +0.6% | 39,423 | $1.1M |
| Keybank National Association | 0.00% | Add +6.8% | 39,357 | $1.1M |
| Wingate Wealth Advisors, Inc. | 0.48% | Add +5.0% | 39,271 | $1.1M |
| Black Cypress Capital Management, LLC | 0.73% | Reduce -2.1% | 39,244 | $1.1M |
| Princeton Global Asset Management LLC | 0.15% | No change | 38,746 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -4.4% | 37,879 | $1.0M |
| Perspective Wealth Advisors LLC | 0.58% | Reduce -1.8% | 37,815 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.20% | Reduce -1.4% | 37,765 | $1.0M |
| Monograph Wealth Advisors, LLC | 0.09% | No change | 37,744 | $1.0M |
| RMR Wealth Builders | 0.06% | Reduce -0.4% | 37,559 | $1.0M |
| Aspiriant, LLC | 0.03% | Add +2.4% | 37,458 | $1.0M |
| RCS Financial Planning, LLC | 0.49% | Reduce -1.6% | 37,376 | $1.0M |
| Uptick Partners, LLC | 0.16% | Add +3.7% | 37,291 | $1.0M |
| Baker Avenue Asset Management, LP | 0.02% | Add +27.9% | 37,253 | $1.0M |
| KCM Investment Advisors LLC | 0.03% | Add +2.8% | 37,192 | $1.0M |
| Ewa, LLC | 0.19% | Add +20.5% | 37,101 | $1.0M |
| Shakespeare Wealth Management, LLC | 0.27% | No change | 37,098 | $1.0M |
| PDS Planning, Inc | 0.06% | Add +5.8% | 36,965 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -10.8% | 36,940 | $1.0M |
| Capital Square, LLC | 0.45% | Add +76.5% | 37,130 | $1.0M |
| Harbour Investment Management LLC | 0.53% | Add +0.0% | 36,732 | $1.0M |
| Rehmann Capital Advisory Group | 0.05% | Reduce -11.0% | 36,620 | $1.0M |
| Koss-Olinger Consulting, LLC | 0.08% | Reduce -46.8% | 36,418 | $1.0M |
| First Trust Advisors LP | 0.00% | Add +17.2% | 36,260 | $1.0M |
| Biltmore Family Office, LLC | 0.13% | Reduce -0.1% | 36,188 | $1.0M |
| Wolff Financial Management LLC | 0.20% | Add +0.6% | 35,993 | $997K |
| Manuka Financial, LLC | 0.52% | No change | 35,960 | $996K |
| Daytona Street Capital LLC | 0.72% | Add +3.5% | 35,902 | $990K |
| Front Row Advisors LLC | 0.28% | Add +2.7% | 34,816 | $980K |
| Flower City Capital | 0.43% | No change | 35,335 | $979K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +0.2% | 34,875 | $966K |
| Jacobs Equity LLC | 0.67% | Add +5.3% | 34,870 | $966K |
| Twele Capital Management, Inc. | 0.16% | Reduce -6.3% | 34,857 | $966K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +9.4% | 34,830 | $965K |
| Franklin Resources Inc. | 0.00% | Reduce -10.4% | 34,753 | $963K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +1.8% | 34,742 | $962K |
| Emergent Wealth Advisors, LLC | 0.50% | Reduce -6.0% | 34,622 | $959K |
| Legacy Bridge, LLC | 0.30% | No change | 34,588 | $958K |
| Elevation Wealth Partners, LLC | 0.28% | Reduce -0.9% | 33,704 | $934K |
| Sage Financial Group Inc. | 0.05% | Add +2.9% | 33,602 | $931K |
| Granite Investment Partners, LLC | 0.05% | Add +5.6% | 33,559 | $930K |
| Ranch Capital Advisors Inc. | 0.29% | Add +5.3% | 33,473 | $927K |
| Mather Group, Llc. | 0.01% | Add +1.9% | 33,356 | $924K |
| Crescent Sterling, Ltd. | 0.83% | Add +0.6% | 33,322 | $923K |
| Sovran Advisors, LLC | 0.07% | Add +21.0% | 34,208 | $923K |
| Cabot Wealth Management Inc. | 0.09% | Reduce -4.7% | 33,295 | $922K |
| Pennington Partners & Co., LLC | 0.30% | Add +0.0% | 33,295 | $922K |
| Cascade Financial Partners, LLC | 0.08% | Reduce -10.8% | 33,260 | $921K |
| Almanack Investment Partners, LLC. | 0.12% | Add +3.1% | 32,670 | $905K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 32,300 | $895K |
| Ehrlich Financial Group | 0.46% | Add +1.3% | 32,206 | $892K |
| Curated Wealth Partners LLC | 0.10% | No change | 32,150 | $891K |
| Versant Capital Management, Inc | 0.08% | Reduce -2.9% | 32,091 | $889K |
| Foguth Wealth Management, LLC. | 0.10% | Add +92.2% | 32,942 | $885K |
| Clarity Capital Advisors, LLC | 0.37% | Add +0.6% | 31,902 | $884K |
| Gaddis Premier Wealth Advisors LLC | 0.54% | New | 31,826 | $882K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.0% | 31,798 | $881K |
| Navigation Group, LLC | 0.17% | No change | 31,756 | $880K |
| Bcwm, LLC | 0.26% | Reduce -0.2% | 31,688 | $878K |
| Single Point Partners, LLC | 0.15% | Reduce -1.4% | 31,654 | $877K |
| DAVENPORT & Co LLC | 0.00% | Add +6.4% | 31,293 | $867K |
| Centaurus Financial, Inc. | 0.03% | Reduce -3.3% | 31,258 | $866K |
| Pacific Asset Management, LLC | 0.42% | Add +0.6% | 31,223 | $865K |
| LFA - Lugano Financial Advisors SA | 0.52% | No change | 31,104 | $862K |
| Seed Wealth Management, Inc. | 0.54% | Reduce -7.3% | 31,040 | $860K |
| Payne Capital LLC | 0.72% | Add +0.3% | 31,002 | $859K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +0.6% | 30,975 | $858K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -1.7% | 30,963 | $858K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +14.7% | 30,920 | $856K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +2.9% | 30,866 | $855K |
| Basecamp Wealth Advisors LLC | 0.16% | No change | 30,737 | $851K |
| Broadview Financial Management, LLC | 0.52% | Add +0.6% | 30,729 | $851K |
| Integral Investment Advisors, Inc. | 0.19% | No change | 30,640 | $849K |
| Mairs & Power Inc. | 0.01% | No change | 30,586 | $847K |
| Market Street Wealth Management Advisors LLC | 0.12% | Add +0.5% | 30,287 | $839K |
| Red Reef Advisors LLC | 0.77% | Reduce -3.5% | 30,273 | $839K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +25.5% | 30,209 | $837K |
| Baldwin Investment Management, LLC | 0.08% | No change | 30,153 | $835K |
| Stone Summit Wealth LLC | 0.21% | No change | 30,142 | $835K |
| Burling Wealth Partners, LLC | 0.12% | Add +55.6% | 30,042 | $832K |
| Asset One Wealth Management LLC | 0.09% | Add +9.5% | 30,187 | $830K |
| Accel Wealth Management | 0.19% | No change | 29,880 | $828K |
| Haverford Trust Co | 0.01% | No change | 29,862 | $827K |
| MBL Wealth, LLC | 0.06% | No change | 29,846 | $827K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +6.8% | 29,816 | $826K |
| Signal Advisors Wealth, LLC | 0.04% | Add +2.8% | 29,637 | $821K |
| Independent Advisor Alliance | 0.02% | Reduce -83.8% | 29,559 | $819K |
| Pathway Financial Advisors LLC | 0.09% | No change | 29,488 | $810K |
| Pegasus Asset Management, Inc. | 0.23% | Add +39.6% | 29,166 | $808K |
| Level Four Advisory Services, LLC | 0.02% | Add +5.2% | 29,086 | $806K |
| Sovereign Financial Group, Inc. | 0.12% | Add +4.1% | 29,061 | $805K |
| Mainsail Financial Group, LLC | 0.27% | New | 28,974 | $803K |
| My Personal CFO, LLC | 0.31% | Reduce -1.8% | 28,861 | $799K |
| Cordant, Inc. | 0.29% | Add +42.6% | 28,816 | $798K |
| EdgeRock Capital LLC | 0.18% | No change | 28,775 | $797K |
| Sage Mountain Advisors LLC | 0.05% | Add +1.7% | 28,767 | $797K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -1.2% | 28,744 | $796K |
| Prosperity Bancshares Inc | 0.52% | Reduce -7.1% | 28,551 | $791K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -27.8% | 28,304 | $784K |
| StoryOne LLC | 0.37% | Add +0.0% | 28,280 | $783K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +11.5% | 28,050 | $777K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 27,991 | $775K |
| Capasso Planning Partners LLC | 0.38% | No change | 27,838 | $771K |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -6.0% | 27,781 | $770K |
| OFS Enterprise LLC | 0.20% | Reduce -2.0% | 27,684 | $767K |
| Bennett Selby Investments LP | 0.24% | Add +14.0% | 27,681 | $767K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Add +3.0% | 27,311 | $757K |
| Colton Groome Financial Advisors, LLC | 0.18% | No change | 27,304 | $756K |
| Fisher Asset Management | 0.00% | Reduce -59.5% | 27,210 | $754K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +3.2% | 27,155 | $752K |
| Kera Capital Partners, Inc. | 0.07% | Add +0.3% | 27,058 | $750K |
| Wall Capital Group, Inc. | 0.61% | Reduce -5.1% | 26,981 | $747K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +80.3% | 26,966 | $747K |
| DecisionMap Wealth Management, LLC | 0.42% | Add +1.0% | 26,870 | $744K |
| Sawgrass Asset Management LLC | 0.10% | Add +30.9% | 26,844 | $744K |
| Perryman Financial Advisory Inc. | 0.10% | Reduce -8.9% | 26,787 | $742K |
| Legacy Wealth Managment, LLC | 0.31% | Add +155.7% | 26,786 | $742K |
| FMB Wealth Management | 0.27% | No change | 26,752 | $741K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -16.4% | 26,736 | $741K |
| Transcend Capital Advisors, LLC | 0.05% | Add +4.8% | 26,608 | $737K |
| Baxter Bros Inc. | 0.09% | Add +6.0% | 26,525 | $735K |
| Trevian Wealth Management LLC | 0.31% | No change | 26,454 | $733K |
| Weik Capital Management | 0.28% | Add +5.8% | 26,275 | $728K |
| AAF Wealth Management, LLC | 0.27% | Reduce -1.9% | 26,250 | $727K |
| Massachusetts Financial Services Co. | 0.00% | Add +106.3% | 26,159 | $724K |
| Glaxis Capital Management, LLC | 1.45% | New | 26,000 | $720K |
| Maridea Wealth Management LLC | 0.08% | Add +188.7% | 25,903 | $718K |
| GeoWealth Management, LLC | 0.02% | Add +118.0% | 25,857 | $716K |
| D.A. Davidson & Co. | 0.00% | Add +72.6% | 25,617 | $710K |
| Sterling Investment Management, LLC | 0.39% | Reduce -3.0% | 25,510 | $707K |
| Madison Asset Management, LLC | 0.01% | No change | 25,380 | $703K |
| Lionshead Wealth Management, LLC | 0.45% | Reduce -5.5% | 25,280 | $700K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +13.2% | 25,238 | $699K |
| Palisade Asset Management, LLC | 0.06% | No change | 25,220 | $699K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.3% | 25,208 | $698K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -4.8% | 25,097 | $695K |
| BWM Planning, LLC | 0.16% | Add +22.1% | 25,084 | $695K |
| Everest Financial Group LLC | 0.09% | Add +2.5% | 25,017 | $693K |
| Vista Capital Partners, Inc. | 0.06% | Reduce -5.1% | 24,989 | $692K |
| Clear Investment Research, LLC | 1.08% | Reduce -0.6% | 24,987 | $692K |
| Carolina Wealth Advisors, LLC | 0.27% | Reduce -5.4% | 24,946 | $691K |
| Midwest Financial Group LLC | 0.24% | Add +3.1% | 24,865 | $689K |
| Basepoint Wealth LLC | 0.39% | Add +0.5% | 24,823 | $688K |
| Davis Wealth Advisors, LLC | 0.53% | Reduce -17.0% | 24,739 | $685K |
| Ketron Financial | 0.21% | Add +101.3% | 24,657 | $683K |
| Becker Capital Management Inc. | 0.02% | No change | 24,646 | $683K |
| Proffitt & Goodson Inc. | 0.09% | No change | 24,643 | $683K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | No change | 24,608 | $682K |
| ETF Store, Inc. | 0.57% | Reduce -20.3% | 24,605 | $682K |
| Summit Global Investments | 0.04% | Add +2.2% | 24,483 | $678K |
| Sowell Financial Services LLC | 0.02% | Add +17.4% | 24,455 | $677K |
| Compass Financial Management LLC | 0.08% | — | 24,437 | $677K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -4.8% | 24,402 | $676K |
| Mayport, LLC | 0.10% | No change | 24,385 | $675K |
| Archer Investment Management, LLC | 0.23% | Reduce -12.2% | 24,127 | $668K |
| Glass Jacobson Investment Advisors llc | 0.21% | Add +0.5% | 24,064 | $667K |
| Coppell Advisory Solutions LLC | 0.06% | New | 25,535 | $666K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +1.7% | 23,989 | $665K |
| Bensler, LLC | 0.06% | Reduce -2.1% | 23,953 | $663K |
| Crewe Advisors LLC | 0.05% | Add +4.3% | 23,681 | $656K |
| Associated Banc-Corp | 0.02% | New | 23,526 | $652K |
| Guardian Wealth Advisors, LLC | 0.32% | Add +0.1% | 23,435 | $649K |
| Integrity Advisory Solutions, LLC | 0.07% | Add +17.7% | 23,397 | $648K |
| Ifrah Financial Services, Inc. | 0.16% | Reduce -3.1% | 23,359 | $647K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.3% | 23,828 | $644K |
| YHB Investment Advisors, Inc. | 0.04% | Add +4.7% | 23,029 | $638K |
| Assetmark, Inc. | 0.00% | Add +24.3% | 23,025 | $638K |
| Roger Wittlin Investment Advisory, LLC | 0.50% | Reduce -0.4% | 22,846 | $633K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.6% | 22,845 | $633K |
| Lifeworks Advisors, LLC | 0.07% | Add +45.6% | 22,815 | $632K |
| Darrow Company, Inc. | 0.24% | No change | 22,815 | $632K |
| Greenwood Gearhart LLC | 0.03% | Add +3.8% | 22,745 | $630K |
| Mayfair Advisory Group, LLC | 0.19% | Add +7.4% | 23,272 | $629K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +10.5% | 22,882 | $629K |
| WealthPLAN Partners, LLC | 0.12% | Add +17.6% | 22,700 | $629K |
| Regions Financial Corp. | 0.00% | Reduce -28.1% | 22,687 | $628K |
| Values Added Financial LLC | 0.23% | No change | 22,659 | $628K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.2% | 22,642 | $627K |
| Luts & Greenleigh Group, Inc. | 0.47% | No change | 22,617 | $626K |
| Bright Futures Wealth Management, LLC. | 0.40% | Reduce -2.5% | 22,567 | $625K |
| MidAtlantic Capital Management, Inc. | 0.39% | Add +2.3% | 22,554 | $625K |
| VSM Wealth Advisory, LLC | 0.17% | Reduce -1.3% | 22,504 | $623K |
| Western Wealth Management, LLC | 0.02% | Reduce -23.3% | 22,493 | $623K |
| LBMC Investment Advisors, LLC | 0.03% | Reduce -3.7% | 22,484 | $623K |
| Madrid Wealth Management, LLC | 0.40% | No change | 22,106 | $612K |
| Citigroup Inc. | 0.00% | Add +16.4% | 22,018 | $610K |
| Piscataqua Savings Bank | 0.41% | No change | 22,002 | $609K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -14.0% | 21,742 | $602K |
| Sentinel Pension Advisors, LLC | 0.08% | No change | 22,149 | $598K |
| Sterling Investment Advisors, Ltd. | 0.10% | Add +1.4% | 21,496 | $595K |
| Astra Wealth Partners LLC | 0.33% | Add +3.7% | 21,448 | $594K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 21,658 | $591K |
| Signature Resources Capital Management, LLC | 0.23% | Reduce -1.1% | 21,324 | $591K |
| Regal Investment Advisors LLC | 0.03% | Reduce -14.2% | 21,275 | $589K |
| Sachem Hill LLC | 0.10% | Reduce -8.0% | 21,272 | $589K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 21,228 | $588K |
| Hirtle & Co., LLC | 0.02% | New | 21,180 | $587K |
| Ade, LLC | 0.25% | No change | 21,057 | $583K |
| Accredited Investors Inc. | 0.03% | Add +22.4% | 20,996 | $582K |
| Rollins Financial Advisors, LLC | 0.08% | Add +25.1% | 20,969 | $581K |
| Capital Financial Group Inc\co\ | 0.30% | Reduce -17.8% | 20,952 | $580K |
| Vermillion Wealth Management, Inc. | 0.14% | Reduce -60.0% | 20,923 | $580K |
| Stockman Wealth Management, Inc. | 0.06% | Reduce -18.8% | 20,785 | $576K |
| Protective Life Corp. | 4.10% | Reduce -42.2% | 20,713 | $574K |
| Aspect Partners, LLC | 0.21% | Reduce -0.5% | 20,661 | $572K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -1.8% | 20,606 | $571K |
| Portside Wealth Group, LLC | 0.07% | Reduce -6.2% | 20,409 | $565K |
| St. Louis Trust Co | 0.06% | Add +0.6% | 104,941 | $565K |
| Wealthcare Capital Management LLC | 0.05% | No change | 20,389 | $565K |
| Everett Harris & Co. | 0.01% | Add +1.2% | 20,356 | $564K |
| Elevated Capital Advisors, LLC | 0.15% | Add +13.2% | 20,344 | $564K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.2% | 20,272 | $562K |
| Flaharty Asset Management, LLC | 0.80% | Reduce -20.7% | 20,390 | $560K |
| Parkside Financial Bank & Trust | 0.04% | Add +6.7% | 20,152 | $558K |
| John Boyer, Inc. | 0.48% | Add +0.6% | 19,988 | $554K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.7% | 19,972 | $553K |
| Goldstein Advisors, LLC | 0.05% | Reduce -4.1% | 19,972 | $553K |
| Robinswood Financial LLC | 0.16% | Add +64.8% | 19,956 | $553K |
| Westbourne Investments, Inc. | 0.22% | Reduce -4.7% | 19,889 | $551K |
| Sound Portfolio Advisors, LLC | 0.39% | Add +98.7% | 19,870 | $550K |
| 3 Factor Indexing, LLC | 0.46% | No change | 19,677 | $545K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +72.6% | 19,606 | $543K |
| Occidental Asset Management, LLC | 0.05% | Add +1.4% | 19,603 | $543K |
| Fiduciary Financial Group, LLC | 0.06% | Add +6.1% | 19,588 | $543K |
| Boston Trust Walden Corp | 0.00% | No change | 19,583 | $542K |
| MeadowBrook Investment Advisors LLC | 0.43% | Reduce -7.6% | 19,443 | $539K |
| Ogorek Anthony Joseph /NY/ | 0.13% | Add +0.1% | 19,439 | $538K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | No change | 19,420 | $538K |
| Marshall Financial Group, LLC | 0.08% | Add +0.4% | 19,411 | $538K |
| Heritage Wealth Management, Inc. | 0.13% | New | 19,400 | $537K |
| Jacobs & Co. | 0.05% | No change | 19,362 | $536K |
| Cherry Creek Investment Advisors, Inc. | 0.21% | Add +39.9% | 19,350 | $536K |
| Jim Saulnier & Associates, LLC | 0.21% | Add +0.6% | 19,152 | $531K |
| waypoint wealth counsel | 0.33% | Reduce -0.1% | 19,133 | $530K |
| KLCM Advisors, Inc. | 0.04% | Add +19.4% | 19,093 | $529K |
| HCR Wealth Advisors | 0.05% | No change | 19,018 | $527K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -7.8% | 19,012 | $527K |
| Tenzing Financial LLC | 0.36% | Reduce -0.2% | 18,836 | $525K |
| Equita Financial Network, Inc. | 0.15% | No change | 18,868 | $523K |
| DDD Partners, LLC | 0.03% | No change | 18,774 | $520K |
| Twin Cities Retirement Group LLC | 0.44% | Add +0.8% | 18,719 | $519K |
| Private Trust Co. NA | 0.04% | Reduce -1.3% | 18,636 | $516K |
| Family Investment Center, Inc. | 0.09% | Add +0.3% | 18,606 | $515K |
| SIMA Wealth Partners, LLC | 0.36% | Add +2.9% | 18,598 | $515K |
| Birchbrook, Inc. | 0.24% | Reduce -3.1% | 18,550 | $514K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -13.8% | 18,516 | $513K |
| Rede Wealth, LLC | 0.17% | Add +0.0% | 18,479 | $512K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -0.3% | 18,418 | $510K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +5.3% | 18,409 | $510K |
| One Charles Private Wealth Services, LLC | 0.12% | No change | 18,390 | $509K |
| Integrity Investment Advisors, LLC | 0.22% | Add +0.5% | 18,359 | $509K |
| Steelhead Wealth Management LLC | 0.20% | Reduce -10.1% | 18,343 | $508K |
| Colorado Capital Management, Inc. | 0.17% | Add +0.5% | 18,331 | $508K |
| Well Done, LLC | 0.07% | No change | 18,260 | $506K |
| AMG National Trust Bank | 0.01% | Add +2.3% | 18,186 | $504K |
| VCI Wealth Management LLC | 0.13% | Reduce -2.9% | 18,125 | $502K |
| Citrine Capital LLC | 0.19% | Reduce -64.4% | 18,054 | $500K |
| Certior Financial Group, LLC | 0.27% | Add +0.4% | 18,044 | $500K |
| Access Financial Services, Inc. | 0.16% | Reduce -4.5% | 18,002 | $499K |
| Castle Wealth Management LLC | 0.15% | No change | 18,002 | $499K |
| Stonebridge Financial Group, LLC | 0.07% | — | 17,928 | $496K |
| Morton Brown Family Wealth, LLC | 0.11% | No change | 17,884 | $495K |
| Sapient Capital LLC | 0.01% | Add +3.2% | 17,844 | $494K |
| Entrewealth, LLC | 0.18% | Add +4.6% | 17,609 | $492K |
| SRH Advisors, LLC | 0.12% | Add +0.1% | 17,619 | $488K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -15.4% | 17,568 | $487K |
| Atlantic Union Bankshares Corp | 0.01% | Add +10.7% | 17,563 | $486K |
| Rothschild Wealth LLC | 0.04% | Add +2.3% | 17,526 | $485K |
| Prospera Financial Services Inc | 0.01% | Add +30.0% | 17,459 | $484K |
| Greenleaf Trust | 0.00% | No change | 17,402 | $482K |
| First Western Trust Bank | 0.02% | New | 17,324 | $480K |
| Members Trust Co | 0.01% | No change | 17,308 | $479K |
| ORBA Wealth Advisors, L.L.C. | 0.41% | Reduce -6.0% | 17,269 | $478K |
| Integrated Investment Consultants, LLC | 0.09% | No change | 17,263 | $478K |
| Dunhill Financial, LLC | 0.10% | Reduce -6.4% | 17,244 | $478K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +2.2% | 17,217 | $477K |
| Gutierrez Wealth Advisory, LLC | 0.28% | Add +0.6% | 17,209 | $477K |
| Birchwood Financial Partners, Inc. | 0.39% | Add +1.7% | 17,202 | $476K |
| Collective Family Office LLC | 0.10% | Add +7.9% | 17,171 | $476K |
| International Assets Investment Management, LLC | 0.03% | Add +10.2% | 17,325 | $473K |
| Cornerstone Planning Group LLC | 0.06% | Add +0.6% | 17,034 | $466K |
| Hancock Whitney Corp. | 0.01% | No change | 16,798 | $465K |
| Gilpin Wealth Management, LLC | 0.32% | No change | 16,729 | $463K |
| Vident Advisory, LLC | 0.00% | Reduce -10.0% | 16,622 | $460K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.5% | 16,601 | $460K |
| Peak Asset Management, LLC | 0.07% | Add +0.4% | 16,597 | $460K |
| Modus Advisors, LLC | 0.11% | No change | 16,574 | $459K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -3.9% | 16,431 | $455K |
| Marietta Investment Partners LLC | 0.08% | Add +1.7% | 16,416 | $455K |
| Traynor Capital Management, Inc. | 0.02% | Add +26.1% | 16,408 | $455K |
| Trust Co. of Vermont | 0.02% | — | 16,354 | $453K |
| CWC Advisors, LLC. | 0.20% | Add +2.5% | 16,337 | $453K |
| ONE Advisory Partners, LLC | 0.12% | Reduce -0.7% | 16,292 | $451K |
| Keystone Financial Group | 0.03% | Reduce -1.1% | 16,168 | $448K |
| Moneco Advisors, LLC | 0.03% | Add +4.0% | 16,154 | $447K |
| Syon Capital LLC | 0.02% | No change | 16,113 | $446K |
| Parcion Private Wealth LLC | 0.02% | No change | 16,108 | $446K |
| Money Concepts Capital Corp. | 0.02% | Reduce -8.8% | 16,098 | $446K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -0.1% | 16,091 | $446K |
| Investment Partners Asset Management, Inc. | 0.25% | No change | 16,030 | $444K |
| American Trust | 0.03% | Add +2.1% | 16,011 | $443K |
| Silver Oak Advisory Group, Inc. | 0.17% | Reduce -4.5% | 16,007 | $443K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.7% | 15,986 | $443K |
| Satovsky Asset Management LLC | 0.07% | Add +5.2% | 15,986 | $443K |
| Rainier Family Wealth Inc. | 0.25% | No change | 15,982 | $443K |
| 25 LLC | 0.12% | Add +1.0% | 15,870 | $440K |
| Sachetta, LLC | 0.21% | Add +4.6% | 15,831 | $439K |
| One Wealth Map LLC | 0.20% | No change | 16,396 | $438K |
| Canopy Partners, LLC | 0.13% | No change | 15,795 | $438K |
| Blue Trust, Inc. | 0.00% | Add +18.6% | 15,779 | $437K |
| PFG Investments, LLC | 0.02% | Add +2.5% | 15,764 | $437K |
| Dravo Bay LLC | 0.15% | Add +0.6% | 15,717 | $435K |
| GuidedMoney, LLC | 0.20% | No change | 15,704 | $435K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.0% | 15,674 | $434K |
| Joseph P. Lucia & Associates, LLC | 0.13% | No change | 15,654 | $434K |
| Evolution Advisers, Inc. | 0.16% | Add +44.9% | 15,645 | $433K |
| Haven Private, LLC | 0.16% | Add +9.7% | 15,616 | $433K |
| Fidelis Wealth Advisors LLC | 0.65% | New | 15,565 | $431K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -40.9% | 15,471 | $429K |
| Florida Financial Advisors, LLC | 0.07% | Add +5.1% | 15,445 | $428K |
| Tiemann Investment Advisors, LLC | 0.15% | Reduce -0.4% | 15,411 | $427K |
| Indie Asset Partners, LLC | 0.41% | Reduce -4.0% | 15,392 | $426K |
| Manske Wealth Management | 0.11% | Add +3.0% | 15,345 | $425K |
| Macroview Investment Management LLC | 0.26% | Add +0.5% | 15,322 | $424K |
| Cottage Street Advisors LLC | 0.16% | Add +6.2% | 15,295 | $424K |
| Hurlow Wealth Management Group, Inc. | 0.09% | Reduce -0.7% | 15,220 | $422K |
| First Pacific Financial | 0.05% | Add +41.6% | 15,213 | $421K |
| First Growth Capital LLC | 0.32% | No change | 15,196 | $421K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +0.6% | 15,131 | $419K |
| Stembrook Asset Management, LLC | 0.36% | Reduce -0.5% | 15,127 | $419K |
| PCM Encore, LLC | 0.07% | Reduce -4.1% | 15,119 | $419K |
| REDW Wealth LLC | 0.15% | Reduce -6.7% | 15,067 | $417K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 15,056 | $417K |
| Mirador Capital Partners LP | 0.05% | Add +2.8% | 15,002 | $416K |
| Cassilly Financial Group LLC | 0.30% | No change | 14,938 | $414K |
| Lutz Financial Services LLC | 0.03% | No change | 14,938 | $414K |
| Requisite Capital Management, LLC | 0.07% | No change | 14,931 | $414K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 14,922 | $413K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.14% | — | 14,920 | $413K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 14,716 | $408K |
| Peregrine Asset Advisers, Inc. | 0.09% | New | 14,710 | $407K |
| J. Derek Lewis & Associates Inc. | 0.08% | Reduce -0.8% | 14,698 | $407K |
| Hartline Investment Corp./ | 0.04% | Add +5.8% | 14,544 | $403K |
| Spire Wealth Management | 0.01% | Reduce -7.8% | 14,516 | $402K |
| QRG Capital Management, Inc. | 0.00% | Reduce -19.4% | 14,505 | $402K |
| Oak Wealth Advisors LLC | 0.19% | New | 14,502 | $402K |
| Western Reserve Capital Management, LLC | 0.30% | Add +0.5% | 14,447 | $400K |
| Twelve Points Wealth Management LLC | 0.08% | Add +0.0% | 14,445 | $400K |
| Disciplined Investors, L.L.C. | 0.20% | Reduce -0.8% | 14,418 | $399K |
| Sage Rhino Capital LLC | 0.07% | Add +0.6% | 14,412 | $399K |
| Heritage Investors Management Corp. | 0.01% | Reduce -0.3% | 14,409 | $399K |
| Fulton Bank, N.A. | 0.01% | No change | 14,386 | $398K |
| Fulcrum Wealth Advisors, LLC | 0.30% | Add +1.6% | 14,384 | $398K |
| OMNI 360 Wealth, Inc. | 0.18% | Add +4.2% | 14,249 | $395K |
| NewSquare Capital LLC | 0.03% | Reduce -0.3% | 14,234 | $394K |
| Comprehensive Money Management Services LLC | 0.25% | Reduce -1.4% | 14,194 | $393K |
| Northwest Wealth Management, LLC | 0.05% | Add +0.1% | 14,175 | $393K |
| Smith Salley Wealth Management | 0.02% | Add +20.4% | 14,134 | $392K |
| Highland Capital Management, LLC | 0.02% | Add +9.7% | 14,132 | $391K |
| URS Advisory LLC | 0.22% | Add +2.0% | 14,113 | $391K |
| First Foundation Advisors | 0.01% | Add +3.4% | 14,080 | $390K |
| BetterWealth, LLC | 0.07% | Reduce -7.2% | 14,078 | $390K |
| Worth Asset Management, LLC | 0.12% | Add +43.4% | 14,039 | $389K |
| CJM Wealth Advisers, Ltd. | 0.10% | New | 14,037 | $389K |
| Advisor OS, LLC | 0.03% | Reduce -11.9% | 14,005 | $388K |
| Builder Investment Group Inc. | 0.08% | Add +3.3% | 13,996 | $388K |
| Lathrop Investment Management Co. | 0.07% | Add +1.4% | 13,982 | $387K |
| Stokes Family Office, LLC | 0.04% | Reduce -89.9% | 13,904 | $385K |
| Panoramic Investment Advisors, LLC | 0.18% | Add +4.7% | 13,861 | $384K |
| Avity Investment Management Inc. | 0.02% | No change | 13,800 | $382K |
| Balanced Wealth Group LLC | 0.12% | Add +0.6% | 13,778 | $382K |
| LJI Wealth Management, LLC | 0.05% | Reduce -2.1% | 13,748 | $381K |
| Stratos Investment Management, LLC | 0.01% | Reduce -4.7% | 13,705 | $380K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -1.1% | 13,619 | $377K |
| Financial Concepts Unlimited, Inc. | 0.29% | Add +0.7% | 13,560 | $376K |
| Fairway Wealth LLC | 0.09% | Add +0.4% | 13,519 | $374K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +31.2% | 13,507 | $374K |
| Drucker Wealth 3.0, LLC | 0.06% | Add +36.7% | 13,478 | $373K |
| Farnam Financial LLC | 0.27% | No change | 13,430 | $372K |
| Mengis Capital Management, Inc. | 0.06% | Add +0.2% | 13,429 | $372K |
| Jacobi Capital Management LLC | 0.02% | No change | 13,416 | $372K |
| Accretive Wealth Partners, LLC | 0.09% | Add +28.9% | 13,398 | $371K |
| Shearwater Capital LLC | 0.18% | No change | 13,328 | $369K |
| Directional Asset Management | 0.35% | Add +1.1% | 13,284 | $368K |
| Ahara Advisors LLC | 0.25% | Add +39.5% | 13,254 | $367K |
| Strategic Advisory Partners, LLC | 0.26% | Reduce -2.9% | 13,239 | $367K |
| Prelude Capital Management, LLC | 0.03% | New | 13,110 | $363K |
| Fiduciary Group, LLC | 0.03% | Reduce -1.8% | 13,107 | $363K |
| Retiremitten Financial LLC | 0.15% | Add +27.1% | 13,101 | $363K |
| IRON Financial LLC | 0.15% | Add +0.0% | 13,086 | $362K |
| Aspen Capital Management, LLC | 0.08% | Add +10.1% | 13,039 | $361K |
| Astoria Portfolio Advisors LLC. | 0.06% | Add +0.3% | 12,998 | $360K |
| Trust Point Inc. | 0.03% | Add +10.1% | 12,961 | $359K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | Add +3.2% | 12,919 | $358K |
| SPWM Advisors LLC | 0.33% | Reduce -9.5% | 13,185 | $356K |
| WealthCollab, LLC | 0.13% | Add +0.0% | 12,854 | $356K |
| Wealth Preservation Advisors, LLC | 0.20% | Add +0.1% | 12,765 | $354K |
| Bigelow Investment Advisors, LLC | 0.13% | Reduce -6.4% | 12,744 | $353K |
| Joule Financial, LLC | 0.10% | Reduce -38.7% | 12,724 | $352K |
| Consilium Wealth Advisory, LLC | 0.10% | No change | 12,718 | $352K |
| Key Financial Inc | 0.06% | Reduce -35.0% | 12,682 | $351K |
| Florida Trust Wealth Management Co | 0.01% | New | 12,659 | $351K |
| Vernal Point Advisors, LLC | 0.12% | No change | 12,639 | $350K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -27.7% | 12,542 | $347K |
| BXM Wealth LLC | 0.19% | New | 12,541 | $347K |
| Addison Advisors LLC | 0.16% | Reduce -2.2% | 12,491 | $346K |
| Founders Financial Securities LLC | 0.02% | Add +0.1% | 12,452 | $345K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | Add +62.6% | 12,397 | $343K |
| Vanguard National Trust Co | 0.02% | No change | 12,395 | $343K |
| Ignite Planners, LLC | 0.05% | Reduce -75.8% | 12,313 | $341K |
| Prudent Investors Network, Inc. | 0.06% | Add +11.7% | 12,086 | $335K |
| Northstar Group, Inc. | 0.04% | No change | 12,068 | $334K |
| JB Capital LLC | 0.01% | Reduce -3.6% | 12,066 | $334K |
| Kane Investment Management, Inc. | 0.14% | Add +8.5% | 12,021 | $333K |
| Essex Bank | 0.07% | Reduce -17.5% | 12,004 | $333K |
| Roffman Miller Associates Inc. | 0.02% | Add +8.0% | 11,989 | $332K |
| BOS Asset Management, LLC | 0.08% | Reduce -7.4% | 11,980 | $332K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +4.8% | 11,961 | $331K |
| Howe & Rusling Inc. | 0.02% | Reduce -44.5% | 11,944 | $331K |
| Asset Advisory Group, Inc. | 0.14% | Add +8.9% | 11,899 | $330K |
| IronBridge Private Wealth, LLC | 0.11% | No change | 11,870 | $329K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 11,864 | $329K |
| Kilner Capital Advisors, LLC | 0.28% | Add +0.7% | 11,781 | $328K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +23.6% | 11,838 | $328K |
| Cynosure Group, LLC | 0.05% | Reduce -83.7% | 11,838 | $328K |
| Odyssey Capital Advisors, Inc. | 0.23% | Add +0.5% | 11,810 | $327K |
| Stillwater Private Wealth, LLC | 0.21% | Add +33.5% | 11,512 | $327K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.2% | 11,801 | $327K |
| Global Wealth Strategies & Associates | 0.06% | Reduce -4.3% | 11,757 | $326K |
| ARK & TLK Investments, LLC | 0.08% | No change | 11,662 | $323K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -11.2% | 11,616 | $322K |
| Human Investing LLC | 0.04% | Reduce -7.1% | 11,594 | $321K |
| Sequent Planning LLC | 0.07% | Add +12.4% | 11,560 | $320K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.2% | 11,557 | $320K |
| Burton Enright Welch | 0.04% | Reduce -0.1% | 11,504 | $319K |
| Scott Capital Advisors, LLC | 0.05% | Reduce -1.3% | 11,465 | $318K |
| CX Institutional | 0.01% | Reduce -97.1% | 11,437 | $317K |
| Heck Capital Advisors, LLC | 0.02% | Add +0.6% | 11,429 | $317K |
| Stephens Inc. | 0.00% | Add +5.2% | 11,428 | $317K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Reduce -15.6% | 11,339 | $314K |
| NerdWallet Wealth Partners, LLC | 0.11% | Add +7.4% | 11,282 | $313K |
| Tribridge Partners Financial LLC | 0.12% | Reduce -0.5% | 11,519 | $313K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -0.2% | 11,243 | $311K |
| Columbia Asset Management | 0.05% | Add +1.2% | 11,203 | $310K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +6.5% | 11,191 | $310K |
| Falcon Wealth Planning | 0.02% | Reduce -12.8% | 11,174 | $310K |
| Manning & Napier Advisors LLC | 0.00% | No change | 11,109 | $308K |
| Regimen Wealth, LLC | 0.08% | Add +0.6% | 11,097 | $307K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -60.3% | 11,046 | $306K |
| Waterfront Wealth Inc. | 0.05% | No change | 11,104 | $306K |
| Curio Wealth, LLC | 0.09% | Add +1.1% | 11,026 | $305K |
| LFG Wealth Partners, LLC | 0.14% | Reduce -15.4% | 11,025 | $305K |
| Everest Private Wealth | 0.11% | No change | 11,008 | $305K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +4.3% | 10,973 | $304K |
| Calamos Advisors LLC | 0.00% | Reduce -49.9% | 10,968 | $304K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -12.5% | 10,948 | $303K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -5.7% | 10,933 | $303K |
| RBA Wealth Management, LLC | 0.11% | Reduce -10.2% | 10,929 | $303K |
| Calamos Wealth Management LLC | 0.01% | No change | 10,919 | $302K |
| Fca Corp. | 0.07% | Add +0.6% | 10,918 | $302K |
| Barlow Wealth Partners, LLC | 0.03% | New | 11,066 | $302K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 10,899 | $302K |
| ARS Wealth Advisors Group, LLC | 0.02% | New | 10,861 | $301K |
| ATLas Financial Planning LLC | 0.24% | No change | 10,855 | $301K |
| Marathon Strategic Advisors, LLC | 0.17% | No change | 10,812 | $299K |
| Radnor Capital Management, LLC | 0.04% | No change | 10,768 | $298K |
| Moss Adams Wealth Advisors LLC | 0.02% | Add +5.2% | 10,749 | $298K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.6% | 10,721 | $297K |
| Landing Point Financial Group, LLC | 0.10% | Add +1.8% | 10,655 | $295K |
| Summit Investment Advisory Services, LLC | 0.07% | No change | 10,643 | $295K |
| Clarity Wealth Advisors, LLC | 0.05% | Reduce -0.3% | 10,635 | $295K |
| Morris Financial Concepts, Inc. | 0.09% | No change | 10,602 | $294K |
| Old Port Advisors | 0.06% | New | 10,590 | $293K |
| Annex Advisory Services, LLC | 0.01% | Add +10.8% | 10,512 | $291K |
| Vantus Wealth LLC | 0.16% | — | 10,498 | $291K |
| Hutchinson Capital Management | 0.05% | No change | 10,451 | $289K |
| TritonPoint Partners, LLC | 0.02% | New | 10,444 | $289K |
| Country Trust Bank | 0.01% | New | 10,431 | $289K |
| Security National Bank | 0.03% | No change | 10,399 | $288K |
| Tritonpoint Wealth, LLC | 0.03% | Add +0.4% | 10,392 | $288K |
| River's Edge Wealth Management, LLC | 0.25% | Reduce -0.7% | 10,426 | $287K |
| BLB&B Advisors, LLC | 0.01% | Reduce -1.9% | 10,337 | $286K |
| Madison Park Capital Advisors, LLC | 0.20% | Add +0.6% | 10,319 | $286K |
| William Mack & Associates, Inc. | 0.10% | New | 10,311 | $286K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -21.0% | 10,284 | $285K |
| Grandview Asset Management LLC | 0.07% | New | 10,220 | $283K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -8.6% | 10,151 | $281K |
| Bellwether Advisors, LLC | 0.04% | No change | 10,150 | $281K |
| Hippocratic Financial Advisors, LLC | 0.11% | No change | 10,130 | $281K |
| Bernardo Wealth Planning LLC | 0.05% | Add +1.1% | 10,099 | $280K |
| Strategic Equity Management | 0.09% | Reduce -2.9% | 10,094 | $280K |
| Hamilton Point Investment Advisors, LLC | 0.04% | No change | 10,072 | $279K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 10,063 | $279K |
| Sharp Wealth Advisory, LLC | 0.13% | New | 10,055 | $279K |
| Integrity Financial Corp | 0.13% | No change | 10,044 | $278K |
| Capital City Trust Co. | 0.06% | Add +13.1% | 10,005 | $277K |
| SLT Holdings LLC | 0.18% | No change | 10,000 | $277K |
| Ironsides Asset Advisors, LLC | 0.06% | No change | 10,000 | $277K |
| Brady Family Wealth, LLC | 0.08% | New | 9,965 | $276K |
| Morton Capital Management LLC | 0.04% | Add +11.8% | 9,943 | $275K |
| Robinhood Asset Management, LLC | 0.01% | Reduce -2.5% | 9,886 | $274K |
| Greenup Street Wealth Management LLC | 0.03% | Reduce -3.3% | 9,827 | $272K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -8.9% | 9,812 | $272K |
| Cypress Wealth Services, LLC | 0.03% | Reduce -1.1% | 9,777 | $271K |
| Ethos Financial Group, LLC | 0.02% | Add +0.3% | 9,773 | $271K |
| Manchester Financial Inc. | 0.05% | Reduce -8.5% | 9,757 | $270K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | Reduce -0.7% | 9,716 | $269K |
| Busey Bank | 0.01% | Reduce -21.6% | 9,714 | $269K |
| Barnes Pettey Financial Advisors, LLC | 0.08% | Add +0.3% | 9,708 | $269K |
| Concentrum Wealth Management | 0.06% | No change | 9,706 | $269K |
| Austin Asset Management Co Inc | 0.04% | New | 9,699 | $269K |
| Forza Wealth Management, LLC | 0.08% | No change | 9,634 | $267K |
| M&T Bank Corp | 0.00% | New | 9,620 | $266K |
| Sprinkle Financial Consultants LLC | 0.10% | Add +0.5% | 9,616 | $266K |
| Main Street Research LLC | 0.01% | Reduce -5.9% | 9,606 | $266K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -9.4% | 9,596 | $266K |
| Magnus Financial Group LLC | 0.02% | Add +5.8% | 9,591 | $266K |
| NWK Group, Inc. | 0.08% | Add +2.3% | 9,590 | $266K |
| Keystone Wealth Services, LLC | 0.05% | New | 9,575 | $265K |
| Cannon Financial Strategists, Inc. | 0.03% | Reduce -0.5% | 9,567 | $265K |
| Brookwood Investment Group LLC | 0.03% | Reduce -2.8% | 9,559 | $265K |
| Caerus Investment Advisors, LLC | 0.09% | No change | 9,558 | $265K |
| Northern Lights Advisors, Inc. | 0.14% | New | 9,551 | $265K |
| Rothschild Investment LLC | 0.01% | Add +0.1% | 9,494 | $263K |
| Clark Capital Management Group, Inc. | 0.00% | New | 9,477 | $263K |
| First Interstate Bank | 0.01% | New | 9,446 | $262K |
| Strategic Advocates LLC | 1.01% | Add +79.5% | 9,412 | $261K |
| Wetzel Investment Advisors, Inc. | 0.09% | Reduce -36.0% | 9,378 | $260K |
| Dahring | Cusmano LLC | 0.14% | Add +0.3% | 9,351 | $259K |
| Fidelis Capital Partners, LLC | 0.01% | No change | 9,326 | $258K |
| Lakeridge Wealth Management LLC | 0.09% | Reduce -4.7% | 9,289 | $257K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.35% | Add +51.3% | 9,257 | $256K |
| Morling Financial Advisors, LLC | 0.07% | Reduce -6.7% | 9,239 | $256K |
| Foundation Wealth Management, LLC\PA | 0.08% | New | 9,235 | $256K |
| Capital Planning LLC | 0.07% | Reduce -46.8% | 9,211 | $255K |
| Stephenson & Company, Inc. | 0.12% | No change | 9,207 | $255K |
| Lazari Capital Management, Inc. | 0.08% | Add +3.4% | 9,194 | $255K |
| Rockwood Wealth Management, LLC | 0.02% | Add +2.6% | 9,193 | $255K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.3% | 9,177 | $254K |
| Ironwood Investment Counsel, LLC | 0.03% | Add +2.5% | 9,135 | $253K |
| HBW Advisory Services LLC | 0.02% | New | 9,123 | $253K |
| Briggs Wealth Management, Inc | 0.23% | No change | 9,115 | $252K |
| Weatherly Asset Management L. P. | 0.02% | No change | 9,111 | $252K |
| Baker Tilly Wealth Management, LLC | 0.05% | Add +0.1% | 9,034 | $250K |
| Woodside Wealth Management LLC | 0.17% | No change | 9,010 | $250K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -4.7% | 9,005 | $249K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -1.5% | 9,002 | $249K |
| Argos Wealth Advisors, LLC | 0.07% | Add +0.1% | 8,990 | $249K |
| Arta Finance Wealth Management LLC | 0.11% | New | 8,964 | $248K |
| Peterson Wealth Advisors, LLC | 0.03% | Reduce -20.2% | 8,960 | $248K |
| Patten & Patten Inc. | 0.01% | Reduce -29.4% | 8,959 | $248K |
| Essex Financial Services, Inc. | 0.01% | New | 8,952 | $248K |
| TrustWell Financial Advisors, LLC | 0.21% | Add +1.8% | 8,913 | $247K |
| Capstone Wealth Management Group, LLC | 0.09% | Add +0.6% | 8,879 | $246K |
| Werba Rubin Papier Wealth Management | 0.03% | Add +0.6% | 8,877 | $246K |
| Kwmg, LLC | 0.02% | Reduce -41.5% | 8,829 | $245K |
| Fulton Breakefield Broenniman LLC | 0.01% | Add +0.1% | 8,818 | $244K |
| GDS Wealth Management | 0.01% | New | 8,748 | $242K |
| Empirical Asset Management, LLC | 0.05% | Reduce -0.2% | 8,744 | $242K |
| Hantz Financial Services, Inc. | 0.00% | Add +161.9% | 8,747 | $242K |
| Strategic Financial Services, Inc. | 0.01% | No change | 8,722 | $242K |
| Interchange Capital Partners, LLC | 0.05% | Reduce -47.9% | 8,720 | $242K |
| Fortune Financial Group, Inc. | 0.19% | Reduce -50.0% | 8,707 | $241K |
| Parkshore Wealth Management, Inc. | 0.07% | Reduce -28.0% | 8,695 | $241K |
| Delos Wealth Advisors, LLC | 0.12% | No change | 8,691 | $241K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 8,636 | $239K |
| Stage Harbor Financial, LLC | 0.14% | No change | 8,593 | $238K |
| Kirtland Hills Capital Management, LLC | 0.07% | Add +0.5% | 8,575 | $238K |
| MOKAN Wealth Management Inc. | 0.09% | Add +0.6% | 8,572 | $237K |
| Clear Point Advisors Inc. | 0.21% | New | 8,562 | $237K |
| TFC Financial Management, Inc. | 0.03% | Add +0.1% | 8,558 | $237K |
| GatePass Capital, LLC | 0.09% | Reduce -60.0% | 8,553 | $237K |
| Waddell & Associates, LLC | 0.01% | No change | 8,545 | $237K |
| Next Capital Management LLC | 0.06% | Add +4.2% | 8,535 | $236K |
| Crumly & Associates Inc. | 0.05% | No change | 8,526 | $236K |
| Cadence Wealth Management LLC | 0.11% | No change | 8,484 | $235K |
| Urban Financial Advisory Corp | 0.06% | No change | 8,482 | $235K |
| Ares Financial Consulting, LLC | 0.17% | Add +0.1% | 8,467 | $235K |
| CDM Financial Counseling Services, Inc. | 0.20% | No change | 8,459 | $234K |
| Intrua Financial, LLC | 0.02% | Reduce -4.8% | 8,458 | $234K |
| Arq Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 8,558 | $234K |
| Silverlake Wealth Management LLC | 0.04% | New | 8,419 | $233K |
| Squire Investment Management Company, LLC | 0.06% | New | 8,416 | $233K |
| Fortem Financial Group, LLC | 0.05% | No change | 8,409 | $233K |
| LexAurum Advisors, LLC | 0.03% | New | 8,402 | $233K |
| Xena Financial Planning, LLC | 0.22% | Reduce -8.6% | 8,368 | $232K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Reduce -0.4% | 8,341 | $231K |
| Traveka Wealth, LLC | 0.08% | No change | 8,340 | $231K |
| Tyche Wealth Partners LLC | 0.03% | No change | 8,340 | $231K |
| Financial Management Network Inc. | 0.03% | Add +0.2% | 8,542 | $231K |
| Rock Point Advisors, LLC | 0.06% | No change | 8,325 | $231K |
| BostonPremier Wealth LLC | 0.10% | Add +0.4% | 8,319 | $230K |
| Financial Symmetry Inc | 0.08% | Add +0.4% | 8,288 | $230K |
| Constant Guidance Financial LLC | 0.14% | Reduce -14.7% | 8,203 | $227K |
| Capstone Wealth Management Group, Inc. | 0.14% | — | 8,202 | $227K |
| Garden State Investment Advisory Services LLC | 0.04% | No change | 8,192 | $227K |
| HMV Wealth Advisors, LLC | 0.09% | New | 8,160 | $226K |
| Global Assets Advisory, LLC | 0.05% | Reduce -18.2% | 8,260 | $226K |
| Heritage Oak Wealth Advisors LLC | 0.07% | No change | 8,104 | $224K |
| Granite Bay Wealth Management, LLC | 0.02% | New | 8,089 | $224K |
| Landmark Wealth Management, LLC | 0.05% | New | 8,072 | $224K |
| AlTi Global, Inc. | 0.00% | New | 8,066 | $223K |
| Maltin Wealth Management, Inc. | 0.07% | New | 8,058 | $223K |
| VestGen Advisors, LLC | 0.01% | Reduce -10.2% | 8,041 | $223K |
| AIMZ Investment Advisors, LLC | 0.06% | New | 8,030 | $222K |
| Cypress Financial Planning LLC | 0.05% | New | 8,005 | $222K |
| GW Henssler & Associates Ltd. | 0.01% | New | 7,994 | $221K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 7,970 | $221K |
| Quent Capital, LLC | 0.01% | Reduce -25.6% | 7,945 | $220K |
| Tidemark, LLC | 0.05% | Add +111.8% | 7,923 | $219K |
| Lavaca Capital LLC | 0.02% | Reduce -1.8% | 7,911 | $219K |
| Keenan, LLC | 0.15% | New | 7,910 | $219K |
| Wedbush Securities Inc. | 0.01% | New | 7,915 | $219K |
| WealthBridge Capital Management, LLC | 0.04% | New | 7,906 | $219K |
| Drake & Associates, LLC | 0.04% | New | 7,872 | $218K |
| MKD Wealth Coaches, LLC | 0.19% | Reduce -9.5% | 7,859 | $218K |
| Clayton Financial Group LLC | 0.12% | Add +1.1% | 7,854 | $218K |
| New Wave Wealth Advisors LLC | 0.06% | Reduce -27.9% | 7,842 | $217K |
| Commons Capital, LLC | 0.15% | New | 7,806 | $216K |
| Navis Wealth Advisors, LLC | 0.08% | New | 7,777 | $215K |
| TD Capital Management LLC | 0.02% | Add +0.5% | 7,777 | $215K |
| Cladis Investment Advisory, LLC | 0.10% | New | 7,720 | $214K |
| Northstar Financial Companies, Inc. | 0.14% | New | 7,674 | $213K |
| Cozad Asset Management Inc. | 0.01% | New | 7,664 | $212K |
| Grant Private Wealth Management Inc | 0.09% | Reduce -8.0% | 7,654 | $212K |
| Total Investment Management Inc. | 0.02% | New | 7,728 | $212K |
| Schnieders Capital Management, Llc. | 0.03% | New | 7,652 | $212K |
| Paragon Capital Management Ltd | 0.04% | Reduce -33.4% | 7,644 | $212K |
| Wedgewood Investors Inc. | 0.22% | New | 7,608 | $211K |
| Grey Fox Wealth Advisors, LLC | 0.03% | Reduce -65.3% | 7,600 | $211K |
| Cloud Capital Management, LLC | 0.08% | New | 7,585 | $210K |
| Curran Financial Partners, LLC | 0.03% | New | 7,561 | $209K |
| Up Strategic Wealth Investment Advisors LLC | 0.12% | No change | 7,467 | $209K |
| Bravera Wealth | 0.08% | Add +2.9% | 7,510 | $208K |
| Professional Financial Advisors, LLC | 0.04% | New | 7,496 | $208K |
| Parsons Capital Management Inc. | 0.01% | New | 7,471 | $207K |
| HighPoint Advisor Group LLC | 0.01% | New | 7,426 | $206K |
| Compass Planning Associates Inc | 0.11% | New | 7,372 | $204K |
| Leading Edge Financial Planning LLC | 0.04% | Reduce -20.6% | 7,370 | $204K |
| SeedSafe Financial LLC | 0.15% | Reduce -10.9% | 7,364 | $204K |
| Wealth Management Nebraska | 0.02% | New | 7,356 | $204K |
| RIA Advisory Group LLC | 0.05% | New | 7,332 | $203K |
| BAM Wealth Management, LLC | 0.13% | New | 7,314 | $203K |
| BlackDiamond Wealth Management, LLC | 0.08% | New | 7,211 | $202K |
| Platform Technology Partners | 0.03% | New | 7,310 | $202K |
| Fortis Group Advisors, LLC | 0.03% | Reduce -6.1% | 7,309 | $202K |
| Saxon Interests, Inc. | 0.06% | New | 7,302 | $202K |
| SwitchPoint Financial Planning, LLC | 0.12% | New | 7,260 | $201K |
| Tilia Fiduciary Partners, Inc. | 0.10% | New | 7,259 | $201K |
| Swisher Financial Concepts, Inc. | 0.13% | New | 7,257 | $201K |
| Ashton Thomas Securities, LLC | 0.03% | New | 7,204 | $200K |
| Comprehensive Financial Planning, Inc. | 0.11% | Add +0.1% | 7,198 | $199K |
| N.E.W. Advisory Services LLC | 0.01% | Add +3.1% | 7,127 | $197K |
| Quantum Capital Management, LLC / NJ | 0.02% | Add +2.5% | 7,108 | $197K |
| Trust Co. of Toledo NA | 0.02% | Add +123.8% | 6,778 | $188K |
| Grove Bank & Trust | 0.02% | No change | 6,717 | $186K |
| Key Capital Management, INC | 0.09% | Reduce -29.2% | 6,638 | $184K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 6,532 | $181K |
| Synergy Investment Management, LLC | 0.04% | Reduce -14.7% | 6,171 | $171K |
| Whittier Trust Co. | 0.00% | Add +36.3% | 6,095 | $170K |
| LifeSteps Financial, Inc. | 0.08% | New | 6,100 | $169K |
| Gables Capital Management Inc. | 0.06% | No change | 5,922 | $164K |
| Noble Wealth Management PBC | 0.07% | Reduce -1.4% | 5,919 | $164K |
| Smithfield Trust Co | 0.01% | No change | 5,707 | $157K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 5,441 | $151K |
| Lloyd Advisory Services, LLC. | 0.06% | Add +60.0% | 5,313 | $147K |
| Fairman Group, LLC | 0.11% | Add +15.6% | 5,254 | $146K |
| Lodestone Wealth Management LLC | 0.05% | Add +4.0% | 5,218 | $145K |
| Atlatl Advisers LLC | 0.03% | New | 5,024 | $139K |
| Glassman Wealth Services | 0.02% | Reduce -3.6% | 4,997 | $138K |
| Activest Wealth Management | 0.03% | Add +0.6% | 4,920 | $136K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 4,913 | $136K |
| UMB Bank, n.a. | 0.00% | No change | 4,877 | $135K |
| Burk Holdings LLC | 0.05% | Reduce -22.9% | 4,818 | $133K |
| Hoey Investments, Inc. | 0.02% | Reduce -0.6% | 4,768 | $132K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 4,594 | $127K |
| NorthAvenue LLC | 0.09% | Add +6.3% | 4,488 | $124K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -38.7% | 4,344 | $120K |
| Orion Capital Management LLC | 0.04% | No change | 4,298 | $119K |
| SouthState Bank Corp | 0.01% | Add +0.2% | 4,290 | $119K |
| Richardson Capital Management LLC | 0.05% | Reduce -8.2% | 4,256 | $118K |
| WealthShield Partners, LLC | 0.02% | Reduce -99.5% | 4,080 | $113K |
| Whipplewood Advisors, LLC | 0.08% | No change | 4,056 | $112K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +3.3% | 3,986 | $110K |
| Align Financial, LLC | 0.05% | No change | 3,983 | $110K |
| Avion Wealth | 0.02% | No change | 3,920 | $108K |
| Glassy Mountain Advisors, Inc. | 0.03% | No change | 3,806 | $105K |
| Balentine LLC | 0.00% | No change | 3,778 | $105K |
| Strengthening Families & Communities, LLC | 0.02% | No change | 3,694 | $102K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,691 | $102K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +40.0% | 3,619 | $100K |
| Tucker Asset Management LLC | 0.02% | Reduce -1.9% | 3,596 | $100K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -2.2% | 3,596 | $99K |
| SHP Wealth Management | 0.01% | Add +0.0% | 3,532 | $98K |
| Bullseye Investment Management, LLC | 0.05% | No change | 3,438 | $95K |
| Harbor Asset Planning, Inc. | 0.07% | Add +0.6% | 3,406 | $94K |
| GAMMA Investing LLC | 0.00% | Add +11.2% | 3,384 | $94K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 3,299 | $91K |
| Strive Financial Group ,LLC | 0.04% | Add +764.9% | 3,252 | $90K |
| Index Technologies Group LLC | 0.07% | New | 3,238 | $90K |
| Quantum Portfolio Management LLC | 0.03% | New | 3,238 | $90K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -8.3% | 3,221 | $89K |
| Pinney & Scofield, Inc. | 0.04% | Add +0.6% | 3,197 | $89K |
| Pacific Center for Financial Services | 0.02% | Add +0.2% | 3,152 | $87K |
| TD Private Client Wealth LLC | 0.00% | Reduce -96.2% | 3,101 | $86K |
| First Horizon Corp. | 0.00% | No change | 2,978 | $82K |
| Triumph Capital Management | 0.01% | Add +5.2% | 2,974 | $82K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 2,985 | $82K |
| Caldwell Trust Co | 0.01% | No change | 2,922 | $81K |
| REAP Financial Group, LLC | 0.01% | Add +0.6% | 2,891 | $80K |
| Bernard Wealth Management Corp. | 0.03% | No change | 2,863 | $79K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | Add +119.1% | 2,848 | $79K |
| Clark Wealth Partners | 0.04% | No change | 2,830 | $78K |
| Westend Capital Management, LLC | 0.02% | Reduce -12.5% | 2,811 | $78K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 2,766 | $77K |
| Ameriflex Group, Inc. | 0.03% | Add +76.6% | 2,744 | $76K |
| PFC Capital Group, Inc. | 0.03% | Add +0.6% | 2,720 | $75K |
| West Branch Capital LLC | 0.02% | No change | 2,706 | $75K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +67375.0% | 2,699 | $75K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.0% | 2,689 | $74K |
| Game Plan Financial Advisors, LLC | 0.03% | Reduce -27.3% | 2,659 | $74K |
| Bank of New Hampshire | 0.02% | No change | 2,635 | $73K |
| Evolution Wealth Management Inc. | 0.04% | New | 2,635 | $73K |
| Ankerstar Wealth, LLC | 0.06% | No change | 2,564 | $71K |
| Acumen Wealth Advisors, LLC | 0.01% | New | 2,548 | $71K |
| Oakworth Capital, Inc. | 0.00% | Add +11495.5% | 2,551 | $70K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 2,459 | $68K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,440 | $68K |
| Kilter Group LLC | 0.02% | No change | 2,422 | $67K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Add +177.4% | 2,391 | $66K |
| Southern Michigan Bank & Trust | 0.02% | No change | 2,316 | $64K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2,300 | $64K |
| First Command Advisory Services, Inc. | 0.00% | Add +261.1% | 2,174 | $60K |
| Quarry LP | 0.01% | New | 2,130 | $59K |
| Signature Equity Partners, LLC | 0.03% | Add +0.6% | 2,101 | $58K |
| Timbuktu Capital Management, LLC | 0.09% | — | 2,100 | $58K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 2,096 | $58K |
| High Note Wealth, LLC | 0.01% | Add +51.9% | 2,048 | $57K |
| MTM Investment Management, LLC | 0.02% | No change | 2,007 | $56K |
| KERR FINANCIAL PLANNING Corp | 0.06% | No change | 2,000 | $55K |
| Caitlin John, LLC | 0.03% | No change | 1,967 | $54K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,964 | $54K |
| Sunrise Financial Services, LLC | 0.03% | Add +6.3% | 1,936 | $54K |
| Hollencrest Capital Management | 0.00% | No change | 1,930 | $53K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,813 | $50K |
| Timmons Wealth Management, LLC | 0.04% | Reduce -8.5% | 1,797 | $50K |
| Tsfg, LLC | 0.01% | No change | 1,756 | $49K |
| Main Street Group, LTD | 0.01% | No change | 1,723 | $48K |
| North Star Investment Management Corp. | 0.00% | No change | 1,723 | $48K |
| RMG Wealth Management LLC | 0.00% | No change | 1,664 | $47K |
| Colonial Trust Co / SC | 0.01% | Reduce -70.2% | 1,700 | $47K |
| Osbon Capital Management LLC | 0.04% | No change | 1,671 | $46K |
| Financial Perspectives, Inc | 0.01% | Add +0.6% | 1,653 | $46K |
| Kozak & Associates, Inc. | 0.01% | Add +0.6% | 1,630 | $45K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 1,542 | $43K |
| Investors Research Corp | 0.01% | No change | 1,458 | $40K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,449 | $40K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -72.8% | 1,436 | $40K |
| Planning Strategies Inc. | 0.02% | — | 1,353 | $37K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -44.9% | 1,325 | $37K |
| PFS Partners, LLC | 0.01% | No change | 1,320 | $37K |
| Syntax Research, Inc. | 0.03% | Add +0.5% | 1,309 | $36K |
| Nemes Rush Group LLC | 0.00% | Reduce -3.8% | 1,249 | $35K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -44.7% | 1,232 | $34K |
| Sittner & Nelson, LLC | 0.01% | Add +20083.3% | 1,211 | $34K |
| CrossGen Wealth, LLC | 0.03% | New | 1,174 | $33K |
| Pillar Financial Advisors, LLC | 0.02% | No change | 1,174 | $33K |
| Kiker Wealth Management, LLC | 0.01% | New | 1,156 | $32K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,160 | $32K |
| Byrne Asset Management LLC | 0.02% | New | 1,127 | $31K |
| CNB Bank | 0.01% | Reduce -7.2% | 1,058 | $29K |
| Motco | 0.00% | Reduce -37.0% | 1,025 | $28K |
| First Community Trust NA | 0.01% | No change | 1,024 | $28K |
| Your Advocates Ltd., LLP | 0.01% | Add +30.3% | 1,024 | $28K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -12.7% | 989 | $27K |
| Costello Asset Management, INC | 0.01% | Reduce -8.9% | 988 | $27K |
| Ulland Investment Advisors, LLC | 0.02% | Add +0.4% | 975 | $27K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 974 | $27K |
| SJS Investment Consulting Inc. | 0.00% | No change | 962 | $27K |
| Creative Capital Management Investments LLC | 0.01% | Add +39.3% | 932 | $26K |
| Cheviot Value Management, LLC | 0.00% | No change | 876 | $24K |
| Eastern Bank | 0.00% | No change | 810 | $22K |
| Mascoma Wealth Management LLC | 0.00% | New | 804 | $22K |
| Paladin Advisory Group, LLC | 0.01% | No change | 802 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 786 | $22K |
| Harborfront Financial Group LLC | 0.08% | — | 774 | $21K |
| HM Payson & Co. | 0.00% | No change | 747 | $21K |
| Friedenthal Financial | 0.01% | Add +2.4% | 722 | $20K |
| CENTRAL TRUST Co | 0.00% | Add +5.9% | 717 | $20K |
| Allied Private Wealth LLC | 0.01% | — | 694 | $19K |
| United Financial Planning Group LLC | 0.01% | No change | 678 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.6% | 668 | $18K |
| Silver Grove Financial Group, Inc. | 0.01% | Add +65200.0% | 653 | $18K |
| Contravisory Investment Management, Inc. | 0.00% | Add +6.5% | 639 | $18K |
| Aventus Investment Advisors, Inc. | 0.01% | No change | 638 | $18K |
| Founders Financial Alliance, LLC | 0.00% | No change | 603 | $17K |
| Lanark Financial, Inc. | 0.00% | New | 600 | $17K |
| EFG International AG | 0.00% | No change | 600 | $17K |
| Montag A & Associates Inc. | 0.00% | New | 587 | $16K |
| Blume Capital Management, Inc. | 0.00% | Add +222.8% | 581 | $16K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +0.2% | 560 | $16K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 548 | $15K |
| GW&K Investment Management, LLC | 0.00% | Reduce -10.5% | 553 | $15K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 538 | $15K |
| Investment Counsel Co. of Nevada | 0.03% | No change | 532 | $15K |
| Concord Wealth Partners | 0.00% | New | 521 | $14K |
| Private Wealth Management Group, LLC | 0.00% | No change | 506 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 528 | $14K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -11.4% | 497 | $14K |
| Trust Co | 0.00% | Add +1311.8% | 480 | $13K |
| True Wealth Design, LLC | 0.00% | No change | 474 | $13K |
| City State Bank | 0.00% | No change | 450 | $12K |
| Reyes Financial Architecture, Inc. | 0.01% | Reduce -10.0% | 433 | $12K |
| HighMark Wealth Management LLC | 0.00% | Add +0.7% | 430 | $12K |
| Obsidian Cio, LLC | 0.01% | Reduce -32.8% | 422 | $12K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 446 | $11K |
| Horrell Capital Management, Inc. | 0.00% | No change | 390 | $11K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 382 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 374 | $10K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -74.7% | 368 | $10K |
| Colonial Trust Advisors | 0.00% | Add +0.6% | 354 | $10K |
| Barrett & Company, Inc. | 0.00% | New | 346 | $10K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -89.8% | 339 | $9K |
| Financial Gravity Companies, Inc. | 0.00% | — | 319 | $9K |
| Maryland Capital Advisors Inc. | 0.00% | — | 314 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.3% | 304 | $8K |
| Fortitude Family Office, LLC | 0.00% | Reduce -21.9% | 289 | $8K |
| Archer Investment Corp | 0.00% | Add +0.7% | 284 | $8K |
| West Financial Advisors, LLC | 0.00% | Reduce -24.0% | 279 | $8K |
| Topsail Wealth Management, LLC | 0.00% | Add +351.7% | 271 | $8K |
| Beacon Financial Strategies CORP | 0.00% | No change | 258 | $7K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -12.4% | 254 | $7K |
| JNBA Financial Advisors | 0.00% | Reduce -1.6% | 250 | $7K |
| Institute for Wealth Management, LLC. | 0.00% | New | 248 | $7K |
| Western Pacific Wealth Management, LP | 0.01% | Add +0.4% | 247 | $7K |
| Towne Trust Company, N.A | 0.00% | No change | 242 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 240 | $7K |
| Buck Wealth Strategies, LLC | 0.00% | New | 237 | $7K |
| Community Bank, N.A. | 0.00% | No change | 236 | $7K |
| Quaker Wealth Management, LLC | 0.00% | No change | 231 | $6K |
| Core Capital Management & Research, inc. | 0.00% | — | 220 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 220 | $6K |
| Atmos Advisory, LLC | 0.00% | No change | 214 | $6K |
| DB Fitzpatrick & Co, Inc | 0.00% | No change | 212 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +0.5% | 205 | $6K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 200 | $6K |
| Westside Investment Management, Inc. | 0.00% | Reduce -56.0% | 200 | $6K |
| Phillips Financial Management, LLC | 0.00% | Reduce -95.6% | 200 | $6K |
| Group One Trading LLC | 0.00% | Add +100.0% | 200 | $6K |
| Networth Advisors, LLC | 0.00% | Reduce -46.6% | 191 | $5K |
| NFSG Corp | 0.00% | New | 185 | $5K |
| RHL Group, LLC | 0.00% | New | 181 | $5K |
| EPG Wealth Management LLC | 0.00% | New | 175 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 175 | $5K |
| Midwest Capital Advisors, LLC | 0.00% | New | 174 | $5K |
| SWAN Capital LLC | 0.00% | New | 168 | $5K |
| Toth Financial Advisory Corp. | 0.00% | Add +2.5% | 164 | $5K |
| Anchor Bay Capital, Inc. | 0.00% | — | 158 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 151 | $4K |
| LGT Financial Advisors LLC | 0.02% | No change | 146 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 138 | $4K |
| Investors Portfolio Services LLC | 0.00% | Add +0.8% | 129 | $4K |
| Heritage Wealth Advisors | 0.00% | Add +0.8% | 124 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -97.5% | 123 | $3K |
| Tompkins Financial Corp. | 0.00% | No change | 92 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 70 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 64 | $2K |
| Graney & King, LLC | 0.00% | Add +1.6% | 64 | $2K |
| Mosley Wealth Management | 0.00% | New | 63 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 72 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 62 | $2K |
| Redwood Park Advisors LLC | 0.00% | New | 52 | $1K |
| New Republic Capital, LLC | 0.00% | No change | 44 | $1K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -97.3% | 38 | $1K |
| Wagner Wealth Management, LLC | 0.00% | No change | 37 | $1K |
| Blueline Advisors LLC | 0.00% | No change | 36 | $995 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 24 | $665 |
| Bokf, NA | 0.00% | New | 22 | $609 |
| Miller Global Investments, LLC | 0.00% | New | 16 | $443 |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -93.3% | 13 | $360 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $277 |
| Walsh & Associates, LLC | 0.00% | No change | 8 | $222 |
| Islay Capital Management, LLC | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is SCHF's weight in each manager's 13F, not the share of Schwab Intl Equity ETF the manager owns.